First National Advisers’s Icon ICLR Stock Holding History

First National Advisers’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 Q1	$657K	Sell	5,936 -1,637	-22%	-$224K	0.1%	149
2025 Q4	$1.38M	Sell	7,573 -27	-0.4%	-$4.81K	0.19%	114
2025 Q3	$1.33M	Buy	7,600 +662	+10%	+$111K	0.18%	121
2025 Q2	$1.01M	Buy	6,938 +1,340	+24%	+$190K	0.15%	131
2025 Q1	$980K	Buy	+5,598	New	+$1.09M	0.16%	132
2024 Q4	–	Sell	-1,063	Closed	-$305K	–	198
2024 Q3	$305K	Buy	1,063 +51	+5%	+$16.1K	0.05%	194
2024 Q2	$317K	Buy	1,012 +60	+6%	+$18.8K	0.06%	182
2024 Q1	$320K	Buy	+952	New	+$281K	0.07%	173

Other funds holding ICLR

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

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

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

First National Advisers's ICLR Position: Q1 2026 in Review

First National Advisers reduced its Icon (ICLR) stake by 22% in Q1 2026, selling an estimated $224K and leaving 5,936 shares worth $657K. The position accounts for 0.1% of the portfolio, ranked #149.

First National Advisers first reported a position in ICLR in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q4 2025. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

First National Advisers held 5,936 shares of Icon worth $657K as of Q1 2026.
First National Advisers sold 1,637 Icon shares in Q1 2026, an estimated $224K.
Icon made up 0.1% of First National Advisers's portfolio in Q1 2026, its #149 holding.
First National Advisers first reported a position in Icon in Q1 2024 and has held it in 8 quarters since.
First National Advisers's Icon position peaked at $1.38M in Q4 2025.
415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.