IIWM
ICLR icon

Investment Insight Wealth Management’s Icon ICLR Stock Holding History

Investment Insight Wealth Management’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
Q2 		$390K Sell
2,247
-66
-3% -$8.4K 0.34% 34
2026
Q1 		$256K Sell
2,313
-839
-27% -$115K 0.28% 31
2025
Q4 		$574K Buy
+3,152
New +$561K 0.56% 23

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Investment Insight Wealth Management's ICLR Position: Q2 2026 in Review

Investment Insight Wealth Management reduced its Icon (ICLR) stake by 2.9% in Q2 2026, selling an estimated $8.4K and leaving 2,247 shares worth $390K. The position accounts for 0.34% of the portfolio, ranked #34.

Investment Insight Wealth Management first reported a position in ICLR in Q4 2025 and has held it in 3 quarters since. The position peaked at $574K in Q4 2025. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Investment Insight Wealth Management held 2,247 shares of Icon worth $390K as of Q2 2026.
  • Investment Insight Wealth Management sold 66 Icon shares in Q2 2026, an estimated $8.4K.
  • Icon made up 0.34% of Investment Insight Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Investment Insight Wealth Management first reported a position in Icon in Q4 2025 and has held it in 3 quarters since.
  • Investment Insight Wealth Management's Icon position peaked at $574K in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Investment Insight Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.