Focus Partners Wealth
ICLR icon

Focus Partners Wealth’s Icon ICLR Stock Holding History

Focus Partners 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
2026
Q2 		$766K Sell
4,410
-286
-6% -$36.4K ﹤0.01% 1746
2026
Q1 		$520K Sell
4,696
-21,105
-82% -$2.88M ﹤0.01% 1909
2025
Q4 		$4.7M Sell
25,801
-22,865
-47% -$4.07M 0.01% 967
2025
Q3 		$8.51M Sell
48,666
-30
-0.1% -$5.02K 0.01% 604
2025
Q2 		$7.08M Sell
48,696
-1,004
-2% -$142K 0.02% 575
2025
Q1 		$8.7M Buy
49,700
+8,109
+19% +$1.57M 0.02% 499
2024
Q4 		$8.72M Buy
41,591
+2,476
+6% +$578K 0.02% 493
2024
Q3 		$11.2M Buy
39,115
+397
+1% +$125K 0.04% 384
2024
Q2 		$12.1M Buy
38,718
+585
+2% +$183K 0.04% 338
2024
Q1 		$12.8M Buy
38,133
+3,064
+9% +$903K 0.1% 191
2023
Q4 		$9.93M Buy
+35,069
New +$9.07M 0.13% 154

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

Focus Partners Wealth's ICLR Position: Q2 2026 in Review

Focus Partners Wealth reduced its Icon (ICLR) stake by 6.1% in Q2 2026, selling an estimated $36.4K and leaving 4,410 shares worth $766K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Focus Partners Wealth first reported a position in ICLR in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.8M in Q1 2024. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Focus Partners Wealth held 4,410 shares of Icon worth $766K as of Q2 2026.
  • Focus Partners Wealth sold 286 Icon shares in Q2 2026, an estimated $36.4K.
  • Icon made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1746 holding.
  • Focus Partners Wealth first reported a position in Icon in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Icon position peaked at $12.8M in Q1 2024.
  • 421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.