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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
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

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
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

Frank Rimerman Advisors's ICLR Position: Q1 2026 in Review

Frank Rimerman Advisors sold out of Icon (ICLR) in Q1 2026, closing a stake of 1,226 shares — an estimated $223K sold.

Frank Rimerman Advisors first reported a position in ICLR in Q4 2023 and held it in 8 quarters. The position peaked at $384K in Q2 2024. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Frank Rimerman Advisors reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
  • Frank Rimerman Advisors sold 1,226 Icon shares in Q1 2026, an estimated $223K.
  • Frank Rimerman Advisors first reported a position in Icon in Q4 2023 and held it in 8 quarters.
  • Frank Rimerman Advisors's Icon position peaked at $384K in Q2 2024.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.