EWA
ICLR icon

EverSource Wealth Advisors’s Icon ICLR Stock Holding History

EverSource Wealth Advisors’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
2026
Q2 		$21.9K Buy
126
+48
+62% +$6.11K ﹤0.01% 2369
2026
Q1 		$8.63K Sell
78
-13
-14% -$1.78K ﹤0.01% 2995
2025
Q4 		$16.6K Sell
91
-59
-39% -$10.5K ﹤0.01% 2508
2025
Q3 		$26.3K Buy
150
+61
+69% +$10.2K ﹤0.01% 2152
2025
Q2 		$12.9K Buy
89
+40
+82% +$5.67K ﹤0.01% 2635
2025
Q1 		$8.57K Sell
49
-16
-25% -$3.1K ﹤0.01% 2193
2024
Q4 		$13.6K Sell
65
-283
-81% -$66.1K ﹤0.01% 1843
2024
Q3 		$100K Sell
348
-46
-12% -$14.5K 0.01% 789
2024
Q2 		$129K Buy
394
+111
+39% +$34.8K 0.01% 710
2024
Q1 		$84.3K Buy
283
+42
+17% +$12.4K 0.01% 773
2023
Q4 		$68.2K Buy
241
+19
+9% +$4.92K 0.01% 778
2023
Q3 		$54.7K Buy
222
+10
+5% +$2.52K 0.01% 773
2023
Q2 		$53K Buy
212
+208
+5,200% +$44.2K 0.01% 814
2023
Q1 		$854 Buy
+4
New +$890 ﹤0.01% 2147
2022
Q2 		– Sell
-36
Closed -$9K – 1789
2022
Q1 		$9K Hold
36
– – ﹤0.01% 1017
2021
Q4 		$11K Buy
+36
New +$10.1K ﹤0.01% 924

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

EverSource Wealth Advisors's ICLR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Icon (ICLR) stake by 62% in Q2 2026, buying an estimated $6.11K and bringing the position to 126 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

EverSource Wealth Advisors first reported a position in ICLR in Q4 2021 and has held it in 16 quarters since. The position peaked at $129K in Q2 2024. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • EverSource Wealth Advisors held 126 shares of Icon worth $21.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 48 Icon shares in Q2 2026, an estimated $6.11K.
  • Icon made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2369 holding.
  • EverSource Wealth Advisors first reported a position in Icon in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Icon position peaked at $129K in Q2 2024.
  • 422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.