KLWA
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Kelly Lawrence W & Associates’s Icon ICLR Stock Holding History

Kelly Lawrence W & Associates’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 		– Sell
-60,116
Closed -$11M – 130
2025
Q4 		$11M Sell
60,116
-140
-0.2% -$24.9K 2.67% 16
2025
Q3 		$10.5M Buy
+60,256
New +$10.1M 2.56% 15

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Kelly Lawrence W & Associates's ICLR Position: Q1 2026 in Review

Kelly Lawrence W & Associates sold out of Icon (ICLR) in Q1 2026, closing a stake of 60,116 shares — an estimated $11M sold.

Kelly Lawrence W & Associates first reported a position in ICLR in Q3 2025 and held it in 2 quarters. The position peaked at $11M in Q4 2025. 417 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Kelly Lawrence W & Associates reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 60,116 Icon shares in Q1 2026, an estimated $11M.
  • Kelly Lawrence W & Associates first reported a position in Icon in Q3 2025 and held it in 2 quarters.
  • Kelly Lawrence W & Associates's Icon position peaked at $11M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Kelly Lawrence W & Associates's 13F filing for Q1 2026, filed 15 May 2026.