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 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

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Banque de Luxembourg Luxembourg $212M AUM 19.72% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

GoalVest Advisory's ICLR Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Icon (ICLR) in Q2 2026: 19 shares worth $3.3K. The stake represents ﹤0.01% of the portfolio and ranks #410 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in ICLR as recently as Q1 2022.

GoalVest Advisory first reported a position in ICLR in Q1 2022 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

GoalVest Advisory held 19 shares of Icon worth $3.3K as of Q2 2026.
Icon was a new GoalVest Advisory position in Q2 2026.
Icon made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #410 holding.
GoalVest Advisory first reported a position in Icon in Q1 2022 and has held it in 2 quarters since.
36 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.