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 $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