Envestnet Portfolio Solutions
ICLR icon

Envestnet Portfolio Solutions’s Icon ICLR Stock Holding History

Envestnet Portfolio Solutions’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,454
Closed -$211K – 1511
2025
Q2 		$211K Sell
1,454
-3,623
-71% -$514K ﹤0.01% 1484
2025
Q1 		$888K Sell
5,077
-9,148
-64% -$1.77M ﹤0.01% 836
2024
Q4 		$2.98M Sell
14,225
-2,121
-13% -$495K 0.01% 537
2024
Q3 		$4.7M Buy
16,346
+272
+2% +$85.8K 0.02% 409
2024
Q2 		$5.04M Sell
16,074
-964
-6% -$302K 0.02% 368
2024
Q1 		$5.72M Sell
17,038
-1,332
-7% -$393K 0.02% 345
2023
Q4 		$5.2M Buy
18,370
+623
+4% +$161K 0.02% 319
2023
Q3 		$4.37M Buy
+17,747
New +$4.47M 0.02% 342

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Portfolio Solutions's ICLR Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Icon (ICLR) in Q3 2025, closing a stake of 1,454 shares — an estimated $211K sold.

Envestnet Portfolio Solutions first reported a position in ICLR in Q3 2023 and held it in 8 quarters. The position peaked at $5.72M in Q1 2024. 514 funds tracked by Wall St. Rank hold ICLR as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Icon position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,454 Icon shares in Q3 2025, an estimated $211K.
  • Envestnet Portfolio Solutions first reported a position in Icon in Q3 2023 and held it in 8 quarters.
  • Envestnet Portfolio Solutions's Icon position peaked at $5.72M in Q1 2024.
  • 514 funds tracked by Wall St. Rank held Icon as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.