BPI
ICLR icon

BFC Planning, Inc.’s Icon ICLR Stock Holding History

BFC Planning, Inc.’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
Q2 		$9.6K Buy
55
+20
+57% +$2.55K ﹤0.01% 2388
2026
Q1 		$3.87K Sell
35
-23
-40% -$3.14K ﹤0.01% 2402
2025
Q4 		$10.6K Buy
58
+23
+66% +$4.1K ﹤0.01% 2051
2025
Q3 		$6.12K Sell
35
-9
-20% -$1.51K ﹤0.01% 2126
2025
Q2 		$6.4K Buy
44
+6
+16% +$851 ﹤0.01% 1968
2025
Q1 		$6.65K Sell
38
-16
-30% -$3.1K ﹤0.01% 1918
2024
Q4 		$11.3K Buy
+54
New +$12.6K ﹤0.01% 1714

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

BFC Planning, Inc.'s ICLR Position: Q2 2026 in Review

BFC Planning, Inc. increased its Icon (ICLR) stake by 57% in Q2 2026, buying an estimated $2.55K and bringing the position to 55 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

BFC Planning, Inc. first reported a position in ICLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.3K in Q4 2024. 425 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • BFC Planning, Inc. held 55 shares of Icon worth $9.6K as of Q2 2026.
  • BFC Planning, Inc. bought 20 Icon shares in Q2 2026, an estimated $2.55K.
  • Icon made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2388 holding.
  • BFC Planning, Inc. first reported a position in Icon in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Icon position peaked at $11.3K in Q4 2024.
  • 425 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.