J. Safra Asset Management’s Icon ICLR Stock Holding History

J. Safra Asset 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 Q1	$7.53K	Buy	68 +45	+196%	+$6.15K	﹤0.01%	401
2025 Q4	$4.19K	Buy	+23	New	+$4.1K	﹤0.01%	454
2016 Q3	–	Sell	-2,143	Closed	-$150K	–	196
2016 Q2	$150K	Buy	+2,143	New	+$147K	0.24%	41

Other funds holding ICLR

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

J. Safra Asset Management's ICLR Position: Q1 2026 in Review

J. Safra Asset Management increased its Icon (ICLR) stake by 196% in Q1 2026, buying an estimated $6.15K and bringing the position to 68 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

J. Safra Asset Management first reported a position in ICLR in Q2 2016 and has held it in 3 quarters since. The position peaked at $150K in Q2 2016. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

J. Safra Asset Management held 68 shares of Icon worth $7.53K as of Q1 2026.
J. Safra Asset Management bought 45 Icon shares in Q1 2026, an estimated $6.15K.
Icon made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #401 holding.
J. Safra Asset Management first reported a position in Icon in Q2 2016 and has held it in 3 quarters since.
J. Safra Asset Management's Icon position peaked at $150K in Q2 2016.
415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.