GWS
ICLR icon

Greykasell Wealth Strategies’s Icon ICLR Stock Holding History

Greykasell Wealth Strategies’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
Q2 		– Sell
-396
Closed -$69.3K – 330
2025
Q1 		$69.3K Buy
+396
New +$76.8K 0.04% 166

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Greykasell Wealth Strategies's ICLR Position: Q2 2025 in Review

Greykasell Wealth Strategies sold out of Icon (ICLR) in Q2 2025, closing a stake of 396 shares — an estimated $69.3K sold.

Greykasell Wealth Strategies first reported a position in ICLR in Q1 2025 and held it in 1 quarter. The position peaked at $69.3K in Q1 2025. 489 funds tracked by Wall St. Rank hold ICLR as of Q2 2025.

  • Greykasell Wealth Strategies reported no remaining Icon position as of Q2 2025 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 396 Icon shares in Q2 2025, an estimated $69.3K.
  • Greykasell Wealth Strategies first reported a position in Icon in Q1 2025 and held it in 1 quarter.
  • Greykasell Wealth Strategies's Icon position peaked at $69.3K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Icon as of Q2 2025.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.