Frank Rimerman Advisors
ICLR icon

Frank Rimerman Advisors’s Icon ICLR Stock Holding History

Frank Rimerman 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
Q3 		– Sell
-1,223
Closed -$212K – 622
2026
Q2 		$212K Buy
+1,223
New +$156K 0.01% 585
2026
Q1 		– Sell
-1,226
Closed -$223K – 618
2025
Q4 		$223K Hold
1,226
– – 0.01% 576
2025
Q3 		$215K Buy
+1,226
New +$205K 0.01% 566
2025
Q2 		– Sell
-1,223
Closed -$214K – 588
2025
Q1 		$214K Sell
1,223
-24
-2% -$4.65K 0.02% 486
2024
Q4 		$262K Buy
1,247
+24
+2% +$5.6K 0.02% 446
2024
Q3 		$351K Sell
1,223
-2
-0.2% -$631 0.02% 392
2024
Q2 		$384K Buy
1,225
+1,223
+61,150% +$383K 0.03% 403
2024
Q1 		$672 Hold
2
– – ﹤0.01% 329
2023
Q4 		$566 Buy
+2
New +$518 ﹤0.01% 312

Other funds holding ICLR

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Hudson Edge Investment Partners
Hudson Edge Investment Partners Jersey City, New Jersey $728M AUM 12.65% 1-Year Est. Return
Eldred Rock Partners
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Parthenon LLC
Parthenon LLC Louisville, Kentucky $967M AUM 23.48% 1-Year Est. Return

Frank Rimerman Advisors's ICLR Position: Q3 2026 in Review

Frank Rimerman Advisors sold out of Icon (ICLR) in Q3 2026, closing a stake of 1,223 shares — an estimated $212K sold.

Frank Rimerman Advisors first reported a position in ICLR in Q4 2023 and held it in 9 quarters. The position peaked at $384K in Q2 2024. 150 funds tracked by Wall St. Rank hold ICLR as of Q3 2026.

  • Frank Rimerman Advisors reported no remaining Icon position as of Q3 2026 after selling out during the quarter.
  • Frank Rimerman Advisors sold 1,223 Icon shares in Q3 2026, an estimated $212K.
  • Frank Rimerman Advisors first reported a position in Icon in Q4 2023 and held it in 9 quarters.
  • Frank Rimerman Advisors's Icon position peaked at $384K in Q2 2024.
  • 150 funds tracked by Wall St. Rank held Icon as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.