HSA
ICLR icon

HBK Sorce Advisory’s Icon ICLR Stock Holding History

HBK Sorce 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
Q1 		– Sell
-1,865
Closed -$281K – 679
2025
Q4 		$281K Sell
1,865
-431
-19% -$76.8K 0.01% 494
2025
Q3 		$431K Sell
2,296
-533
-19% -$89.2K 0.01% 383
2025
Q2 		$411K Buy
+2,829
New +$401K 0.01% 381
2020
Q2 		– Sell
-1,721
Closed -$234K – 448
2020
Q1 		$234K Sell
1,721
-59
-3% -$9.45K 0.02% 335
2019
Q4 		$307K Buy
+1,780
New +$275K 0.03% 343

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

HBK Sorce Advisory's ICLR Position: Q1 2026 in Review

HBK Sorce Advisory sold out of Icon (ICLR) in Q1 2026, closing a stake of 1,865 shares — an estimated $281K sold.

HBK Sorce Advisory first reported a position in ICLR in Q4 2019 and held it in 5 quarters. The position peaked at $431K in Q3 2025. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • HBK Sorce Advisory reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
  • HBK Sorce Advisory sold 1,865 Icon shares in Q1 2026, an estimated $281K.
  • HBK Sorce Advisory first reported a position in Icon in Q4 2019 and held it in 5 quarters.
  • HBK Sorce Advisory's Icon position peaked at $431K in Q3 2025.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.