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 $61.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return