GoalVest Advisory
ICLR icon

GoalVest Advisory’s Icon ICLR Stock Holding History

GoalVest Advisory’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
Q3 		$3.23K Hold
19
– – ﹤0.01% 615
2026
Q2 		$3.3K Buy
+19
New +$2.42K ﹤0.01% 410
2022
Q2 		– Sell
-2
Closed – – 412
2022
Q1 		$0 Buy
+2
New +$501 ﹤0.01% 438

Other funds holding ICLR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

GoalVest Advisory's ICLR Position: Q3 2026 in Review

GoalVest Advisory held its Icon (ICLR) position steady in Q3 2026 at 19 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

GoalVest Advisory first reported a position in ICLR in Q1 2022 and has held it in 3 quarters since. The position peaked at $3.3K in Q2 2026. 213 funds tracked by Wall St. Rank hold ICLR as of Q3 2026.

  • GoalVest Advisory held 19 shares of Icon worth $3.23K as of Q3 2026.
  • GoalVest Advisory left its Icon share count unchanged in Q3 2026.
  • Icon made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #615 holding.
  • GoalVest Advisory first reported a position in Icon in Q1 2022 and has held it in 3 quarters since.
  • GoalVest Advisory's Icon position peaked at $3.3K in Q2 2026.
  • 213 funds tracked by Wall St. Rank held Icon as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.