FVWA
ICLR icon

Foster Victor Wealth Advisors’s Icon ICLR Stock Holding History

Foster Victor Wealth Advisors’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
-1,573
Closed -$287K – 249
2025
Q4 		$287K Buy
1,573
+446
+40% +$79.4K 0.02% 199
2025
Q3 		$219K Buy
+1,127
New +$189K 0.01% 208

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

Foster Victor Wealth Advisors's ICLR Position: Q1 2026 in Review

Foster Victor Wealth Advisors sold out of Icon (ICLR) in Q1 2026, closing a stake of 1,573 shares — an estimated $287K sold.

Foster Victor Wealth Advisors first reported a position in ICLR in Q3 2025 and held it in 2 quarters. The position peaked at $287K in Q4 2025. 417 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Foster Victor Wealth Advisors reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 1,573 Icon shares in Q1 2026, an estimated $287K.
  • Foster Victor Wealth Advisors first reported a position in Icon in Q3 2025 and held it in 2 quarters.
  • Foster Victor Wealth Advisors's Icon position peaked at $287K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.