IWA
ICLR icon

Icon Wealth Advisors’s Icon ICLR Stock Holding History

Icon 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
Q4 		– Sell
-950
Closed -$166K – 464
2025
Q3 		$166K Sell
950
-174
-15% -$29.1K 0.01% 402
2025
Q2 		$163K Buy
+1,124
New +$159K 0.01% 408
2025
Q1 		– Sell
-1,400
Closed -$294K – 506
2024
Q4 		$294K Sell
1,400
-9
-0.6% -$2.1K 0.02% 303
2024
Q3 		$405K Buy
1,409
+34
+2% +$10.7K 0.03% 240
2024
Q2 		$452K Buy
+1,375
New +$431K 0.04% 222
2022
Q4 		$319K Sell
1,644
-417
-20% -$82.7K 0.04% 242
2022
Q3 		$379K Buy
+2,061
New +$449K 0.05% 210

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Icon Wealth Advisors's ICLR Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Icon (ICLR) in Q4 2025, closing a stake of 950 shares — an estimated $166K sold.

Icon Wealth Advisors first reported a position in ICLR in Q3 2022 and held it in 7 quarters. The position peaked at $452K in Q2 2024. 513 funds tracked by Wall St. Rank hold ICLR as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Icon position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 950 Icon shares in Q4 2025, an estimated $166K.
  • Icon Wealth Advisors first reported a position in Icon in Q3 2022 and held it in 7 quarters.
  • Icon Wealth Advisors's Icon position peaked at $452K in Q2 2024.
  • 513 funds tracked by Wall St. Rank held Icon as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.