Fiduciary Family Office’s Icon ICLR Stock Holding History

Fiduciary Family Office’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 Q2	–	Sell	-1,594	Closed	-$279K	–	196
2025 Q1	$279K	Buy	+1,594	New	+$309K	0.09%	159
2024 Q4	–	Sell	-1,353	Closed	-$389K	–	155
2024 Q3	$389K	Hold	1,353	–	–	0.13%	150
2024 Q2	$424K	Sell	1,353 -4	-0.3%	-$1.25K	0.17%	145
2024 Q1	$456K	Hold	1,357	–	–	0.18%	144
2023 Q4	$384K	Buy	+1,357	New	+$351K	0.17%	144

Other funds holding ICLR

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Fiduciary Family Office's ICLR Position: Q2 2025 in Review

Fiduciary Family Office sold out of Icon (ICLR) in Q2 2025, closing a stake of 1,594 shares — an estimated $279K sold.

Fiduciary Family Office first reported a position in ICLR in Q4 2023 and held it in 5 quarters. The position peaked at $456K in Q1 2024. 489 funds tracked by Wall St. Rank hold ICLR as of Q2 2025.

Fiduciary Family Office reported no remaining Icon position as of Q2 2025 after selling out during the quarter.
Fiduciary Family Office sold 1,594 Icon shares in Q2 2025, an estimated $279K.
Fiduciary Family Office first reported a position in Icon in Q4 2023 and held it in 5 quarters.
Fiduciary Family Office's Icon position peaked at $456K in Q1 2024.
489 funds tracked by Wall St. Rank held Icon as of Q2 2025.

Based on Fiduciary Family Office's 13F filing for Q2 2025, filed 30 Jul 2025.