JPL Wealth Management’s Icon ICLR Stock Holding History

JPL 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
2025 Q4	–	Sell	-100	Closed	-$17.5K	–	588
2025 Q3	$17.5K	Buy	+100	New	+$16.7K	﹤0.01%	434

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JPL Wealth Management's ICLR Position: Q4 2025 in Review

JPL Wealth Management sold out of Icon (ICLR) in Q4 2025, closing a stake of 100 shares — an estimated $17.5K sold.

JPL Wealth Management first reported a position in ICLR in Q3 2025 and held it in 1 quarter. The position peaked at $17.5K in Q3 2025. 515 funds tracked by Wall St. Rank hold ICLR as of Q4 2025.

JPL Wealth Management reported no remaining Icon position as of Q4 2025 after selling out during the quarter.
JPL Wealth Management sold 100 Icon shares in Q4 2025, an estimated $17.5K.
JPL Wealth Management first reported a position in Icon in Q3 2025 and held it in 1 quarter.
JPL Wealth Management's Icon position peaked at $17.5K in Q3 2025.
515 funds tracked by Wall St. Rank held Icon as of Q4 2025.

Based on JPL Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.