GWM
ICLR icon

Gibbs Wealth Management’s Icon ICLR Stock Holding History

Gibbs Wealth 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
2026
Q1 		– Sell
-2,921
Closed -$530K – 446
2025
Q4 		$530K Sell
2,921
-477
-14% -$84.9K 0.13% 192
2025
Q3 		$595K Sell
3,398
-276
-8% -$46.2K 0.13% 179
2025
Q2 		$534K Buy
3,674
+859
+31% +$122K 0.1% 217
2025
Q1 		$493K Buy
2,815
+119
+4% +$23.1K 0.12% 191
2024
Q4 		$565K Sell
2,696
-1,446
-35% -$338K 0.15% 145
2024
Q3 		$1.19M Buy
4,142
+545
+15% +$172K 0.39% 57
2024
Q2 		$1.13M Buy
3,597
+1,189
+49% +$373K 0.46% 49
2024
Q1 		$809K Buy
+2,408
New +$710K 0.47% 49

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Gibbs Wealth Management's ICLR Position: Q1 2026 in Review

Gibbs Wealth Management sold out of Icon (ICLR) in Q1 2026, closing a stake of 2,921 shares — an estimated $530K sold.

Gibbs Wealth Management first reported a position in ICLR in Q1 2024 and held it in 8 quarters. The position peaked at $1.19M in Q3 2024. 417 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Gibbs Wealth Management reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
  • Gibbs Wealth Management sold 2,921 Icon shares in Q1 2026, an estimated $530K.
  • Gibbs Wealth Management first reported a position in Icon in Q1 2024 and held it in 8 quarters.
  • Gibbs Wealth Management's Icon position peaked at $1.19M in Q3 2024.
  • 417 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.