GSWM
ICLR icon

Golden State Wealth Management’s Icon ICLR Stock Holding History

Golden State 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
Q2 		– Sell
-7
Closed -$775 – 1661
2026
Q1 		$775 Sell
7
-8
-53% -$1.09K ﹤0.01% 1481
2025
Q4 		$2.73K Buy
15
+1
+7% +$178 ﹤0.01% 1335
2025
Q3 		$2.45K Buy
14
+7
+100% +$1.17K ﹤0.01% 1357
2025
Q2 		$1.02K Buy
7
+3
+75% +$426 ﹤0.01% 1432
2025
Q1 		$700 Hold
4
– – ﹤0.01% 1469
2024
Q4 		$839 Buy
+4
New +$934 ﹤0.01% 1377

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 $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $8.66B AUM 17.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Golden State Wealth Management's ICLR Position: Q2 2026 in Review

Golden State Wealth Management sold out of Icon (ICLR) in Q2 2026, closing a stake of 7 shares — an estimated $775 sold.

Golden State Wealth Management first reported a position in ICLR in Q4 2024 and held it in 6 quarters. The position peaked at $2.73K in Q4 2025. 423 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Golden State Wealth Management reported no remaining Icon position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 7 Icon shares in Q2 2026, an estimated $775.
  • Golden State Wealth Management first reported a position in Icon in Q4 2024 and held it in 6 quarters.
  • Golden State Wealth Management's Icon position peaked at $2.73K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.