Jones Financial Companies
ICLR icon

Jones Financial Companies’s Icon ICLR Stock Holding History

Jones Financial Companies’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 		$224K Buy
1,316
+174
+15% +$22.1K ﹤0.01% 2526
2026
Q1 		$117K Buy
1,142
+40
+4% +$5.46K ﹤0.01% 2611
2025
Q4 		$201K Buy
1,102
+324
+42% +$57.7K ﹤0.01% 1914
2025
Q3 		$127K Buy
778
+168
+28% +$28.1K ﹤0.01% 1978
2025
Q2 		$88.2K Buy
610
+187
+44% +$26.5K ﹤0.01% 1985
2025
Q1 		$75.7K Sell
423
-71
-14% -$13.8K ﹤0.01% 1891
2024
Q4 		$104K Sell
494
-183
-27% -$42.7K ﹤0.01% 1616
2024
Q3 		$194K Buy
677
+317
+88% +$100K ﹤0.01% 1140
2024
Q2 		$113K Buy
360
+295
+454% +$92.5K ﹤0.01% 1013
2024
Q1 		$21.8K Buy
65
+8
+14% +$2.36K ﹤0.01% 886
2023
Q4 		$16.1K Buy
57
+36
+171% +$9.31K ﹤0.01% 612
2023
Q3 		$5.17K Buy
+21
New +$5.29K ﹤0.01% 514
2022
Q3 		– Sell
-2
Closed – – 628
2022
Q2 		$0 Sell
2
-7
-78% -$1.57K ﹤0.01% 785
2022
Q1 		$2K Sell
9
-43
-83% -$10.8K ﹤0.01% 646
2021
Q4 		$16K Buy
52
+20
+63% +$5.6K ﹤0.01% 494
2021
Q3 		$8K Hold
32
– – ﹤0.01% 519
2021
Q2 		$7K Hold
32
– – ﹤0.01% 520
2021
Q1 		$6K Sell
32
-47
-59% -$9.28K ﹤0.01% 599
2020
Q4 		$15K Buy
+79
New +$15.4K ﹤0.01% 391

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

Jones Financial Companies's ICLR Position: Q2 2026 in Review

Jones Financial Companies increased its Icon (ICLR) stake by 15% in Q2 2026, buying an estimated $22.1K and bringing the position to 1,316 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #2526.

Jones Financial Companies first reported a position in ICLR in Q4 2020 and has held it in 19 quarters since. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Jones Financial Companies held 1,316 shares of Icon worth $224K as of Q2 2026.
  • Jones Financial Companies bought 174 Icon shares in Q2 2026, an estimated $22.1K.
  • Icon made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2526 holding.
  • Jones Financial Companies first reported a position in Icon in Q4 2020 and has held it in 19 quarters since.
  • 422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.