Fairway Wealth’s Icon ICLR Stock Holding History

Fairway Wealth’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 Q1	–	Sell	-23	Closed	-$4.82K	–	258
2024 Q4	$4.82K	Buy	+23	New	+$5.37K	﹤0.01%	209

Other funds holding ICLR

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fairway Wealth's ICLR Position: Q1 2025 in Review

Fairway Wealth sold out of Icon (ICLR) in Q1 2025, closing a stake of 23 shares — an estimated $4.82K sold.

Fairway Wealth first reported a position in ICLR in Q4 2024 and held it in 1 quarter. The position peaked at $4.82K in Q4 2024. 559 funds tracked by Wall St. Rank hold ICLR as of Q1 2025.

Fairway Wealth reported no remaining Icon position as of Q1 2025 after selling out during the quarter.
Fairway Wealth sold 23 Icon shares in Q1 2025, an estimated $4.82K.
Fairway Wealth first reported a position in Icon in Q4 2024 and held it in 1 quarter.
Fairway Wealth's Icon position peaked at $4.82K in Q4 2024.
559 funds tracked by Wall St. Rank held Icon as of Q1 2025.

Based on Fairway Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.