JFS Wealth Advisors’s Icon ICLR Stock Holding History

JFS 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
2026 Q2	$3.13K	Buy	18 +17	+1,700%	+$2.16K	﹤0.01%	1459
2026 Q1	$111	Sell	1 -14	-93%	-$1.91K	﹤0.01%	1842
2025 Q4	$2.73K	Buy	+15	New	+$2.67K	﹤0.01%	1448
2025 Q2	–	Sell	-4	Closed	-$700	–	1921
2025 Q1	$700	Hold	4	–	–	﹤0.01%	1718
2024 Q4	$839	Sell	4 -13	-76%	-$3.04K	﹤0.01%	1704
2024 Q3	$4.88K	Buy	17 +9	+113%	+$2.84K	﹤0.01%	1130
2024 Q2	$2.51K	Hold	8	–	–	﹤0.01%	1349
2024 Q1	$2.69K	Hold	8	–	–	﹤0.01%	1336
2023 Q4	$2.27K	Sell	8 -1	-11%	-$259	﹤0.01%	1376
2023 Q3	$2.22K	Hold	9	–	–	﹤0.01%	1318
2023 Q2	$2.25K	Hold	9	–	–	﹤0.01%	1339
2023 Q1	$1.92K	Hold	9	–	–	﹤0.01%	1381
2022 Q4	$1.75K	Hold	9	–	–	﹤0.01%	1422
2022 Q3	$2K	Sell	9 -18	-67%	-$3.92K	﹤0.01%	1337
2022 Q2	$6K	Sell	27 -12	-31%	-$2.69K	﹤0.01%	936
2022 Q1	$9K	Buy	39 +20	+105%	+$5.01K	﹤0.01%	826
2021 Q4	$6K	Sell	19 -39	-67%	-$10.9K	﹤0.01%	761
2021 Q3	$15K	Buy	+58	New	+$14.1K	﹤0.01%	585
2019 Q2	–	Sell	-26	Closed	-$4K	–	474
2019 Q1	$4K	Buy	+26	New	+$3.54K	﹤0.01%	404

Other funds holding ICLR

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

JFS Wealth Advisors's ICLR Position: Q2 2026 in Review

JFS Wealth Advisors increased its Icon (ICLR) stake by 1,700% in Q2 2026, buying an estimated $2.16K and bringing the position to 18 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

JFS Wealth Advisors first reported a position in ICLR in Q1 2019 and has held it in 19 quarters since. The position peaked at $15K in Q3 2021. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

JFS Wealth Advisors held 18 shares of Icon worth $3.13K as of Q2 2026.
JFS Wealth Advisors bought 17 Icon shares in Q2 2026, an estimated $2.16K.
Icon made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1459 holding.
JFS Wealth Advisors first reported a position in Icon in Q1 2019 and has held it in 19 quarters since.
JFS Wealth Advisors's Icon position peaked at $15K in Q3 2021.
421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.