FAIM
ICLR icon

Financial Advocates Investment Management’s Icon ICLR Stock Holding History

Financial Advocates Investment Management’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
-2,229
Closed -$390K – 696
2025
Q1 		$390K Sell
2,229
-479
-18% -$92.9K 0.03% 491
2024
Q4 		$568K Buy
2,708
+345
+15% +$80.6K 0.03% 416
2024
Q3 		$679K Buy
2,363
+49
+2% +$15.5K 0.04% 388
2024
Q2 		$725K Buy
2,314
+369
+19% +$116K 0.05% 360
2024
Q1 		$653K Buy
1,945
+20
+1% +$5.9K 0.04% 403
2023
Q4 		$545K Buy
1,925
+20
+1% +$5.17K 0.04% 415
2023
Q3 		$469K Buy
1,905
+457
+32% +$115K 0.03% 429
2023
Q2 		$362K Sell
1,448
-343
-19% -$72.8K 0.03% 467
2023
Q1 		$383K Sell
1,791
-384
-18% -$85.5K 0.03% 487
2022
Q4 		$422K Buy
+2,175
New +$431K 0.03% 480
2022
Q3 		– Sell
-2,261
Closed -$490K – 783
2022
Q2 		$490K Buy
+2,261
New +$507K 0.04% 399

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Financial Advocates Investment Management's ICLR Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Icon (ICLR) in Q2 2025, closing a stake of 2,229 shares — an estimated $390K sold.

Financial Advocates Investment Management first reported a position in ICLR in Q2 2022 and held it in 11 quarters. The position peaked at $725K in Q2 2024. 490 funds tracked by Wall St. Rank hold ICLR as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Icon position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,229 Icon shares in Q2 2025, an estimated $390K.
  • Financial Advocates Investment Management first reported a position in Icon in Q2 2022 and held it in 11 quarters.
  • Financial Advocates Investment Management's Icon position peaked at $725K in Q2 2024.
  • 490 funds tracked by Wall St. Rank held Icon as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.