FFM
ICLR icon

Forum Financial Management’s Icon ICLR Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-2,078
Closed -$379K – 647
2025
Q4 		$379K Buy
+2,078
New +$370K ﹤0.01% 623
2025
Q1 		– Sell
-1,588
Closed -$333K – 897
2024
Q4 		$333K Buy
+1,588
New +$371K 0.01% 552

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Forum Financial Management's ICLR Position: Q1 2026 in Review

Forum Financial Management sold out of Icon (ICLR) in Q1 2026, closing a stake of 2,078 shares — an estimated $379K sold.

Forum Financial Management first reported a position in ICLR in Q4 2024 and held it in 2 quarters. The position peaked at $379K in Q4 2025. 417 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Forum Financial Management reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,078 Icon shares in Q1 2026, an estimated $379K.
  • Forum Financial Management first reported a position in Icon in Q4 2024 and held it in 2 quarters.
  • Forum Financial Management's Icon position peaked at $379K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.