FW
ICLR icon

FullCircle Wealth’s Icon ICLR Stock Holding History

FullCircle 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
2025
Q3 		$267K Sell
1,636
-52
-3% -$8.7K 0.09% 213
2025
Q2 		$278K Buy
+1,688
New +$239K 0.1% 203

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

FullCircle Wealth's ICLR Position: Q3 2025 in Review

FullCircle Wealth reduced its Icon (ICLR) stake by 3.1% in Q3 2025, selling an estimated $8.7K and leaving 1,636 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #213.

FullCircle Wealth first reported a position in ICLR in Q2 2025 and has held it in 2 quarters since. The position peaked at $278K in Q2 2025. 513 funds tracked by Wall St. Rank hold ICLR as of Q3 2025.

  • FullCircle Wealth held 1,636 shares of Icon worth $267K as of Q3 2025.
  • FullCircle Wealth sold 52 Icon shares in Q3 2025, an estimated $8.7K.
  • Icon made up 0.09% of FullCircle Wealth's portfolio in Q3 2025, its #213 holding.
  • FullCircle Wealth first reported a position in Icon in Q2 2025 and has held it in 2 quarters since.
  • FullCircle Wealth's Icon position peaked at $278K in Q2 2025.
  • 513 funds tracked by Wall St. Rank held Icon as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.