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ICLR icon

GeoWealth Management’s Icon ICLR Stock Holding History

GeoWealth Management’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
Q1 		– Sell
-298
Closed -$62.5K – 1416
2024
Q4 		$62.5K Sell
298
-232
-44% -$54.2K ﹤0.01% 1085
2024
Q3 		$152K Sell
530
-106
-17% -$33.4K 0.01% 792
2024
Q2 		$199K Sell
636
-371
-37% -$116K 0.01% 690
2024
Q1 		$338K Buy
1,007
+269
+36% +$79.3K 0.01% 539
2023
Q4 		$209K Buy
+738
New +$191K 0.02% 497

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

GeoWealth Management's ICLR Position: Q1 2025 in Review

GeoWealth Management sold out of Icon (ICLR) in Q1 2025, closing a stake of 298 shares — an estimated $62.5K sold.

GeoWealth Management first reported a position in ICLR in Q4 2023 and held it in 5 quarters. The position peaked at $338K in Q1 2024. 562 funds tracked by Wall St. Rank hold ICLR as of Q1 2025.

  • GeoWealth Management reported no remaining Icon position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 298 Icon shares in Q1 2025, an estimated $62.5K.
  • GeoWealth Management first reported a position in Icon in Q4 2023 and held it in 5 quarters.
  • GeoWealth Management's Icon position peaked at $338K in Q1 2024.
  • 562 funds tracked by Wall St. Rank held Icon as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.