HWA
ICLR icon

HHM Wealth Advisors’s Icon ICLR Stock Holding History

HHM Wealth Advisors’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
-14
Closed -$2.45K – 895
2025
Q1 		$2.45K Hold
14
– – ﹤0.01% 731
2024
Q4 		$2.94K Hold
14
– – ﹤0.01% 717
2024
Q3 		$4.02K Buy
+14
New +$4.42K ﹤0.01% 676
2023
Q4 		– Sell
-29
Closed -$7.14K – 781
2023
Q3 		$7.14K Hold
29
– – ﹤0.01% 570
2023
Q2 		$7.26K Hold
29
– – ﹤0.01% 601
2023
Q1 		$6.2K Buy
+29
New +$6.45K ﹤0.01% 609
2022
Q3 		– Sell
-37
Closed -$8K – 734
2022
Q2 		$8K Buy
+37
New +$8.3K ﹤0.01% 572

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $210B AUM 57.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

HHM Wealth Advisors's ICLR Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Icon (ICLR) in Q2 2025, closing a stake of 14 shares — an estimated $2.45K sold.

HHM Wealth Advisors first reported a position in ICLR in Q2 2022 and held it in 7 quarters. The position peaked at $8K in Q2 2022. 489 funds tracked by Wall St. Rank hold ICLR as of Q2 2025.

  • HHM Wealth Advisors reported no remaining Icon position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 14 Icon shares in Q2 2025, an estimated $2.45K.
  • HHM Wealth Advisors first reported a position in Icon in Q2 2022 and held it in 7 quarters.
  • HHM Wealth Advisors's Icon position peaked at $8K in Q2 2022.
  • 489 funds tracked by Wall St. Rank held Icon as of Q2 2025.

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