KIM
ICLR icon

Kestra Investment Management’s Icon ICLR Stock Holding History

Kestra Investment 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
Q2 		– Sell
-45
Closed -$7.88K – 847
2025
Q1 		$7.88K Sell
45
-194
-81% -$37.6K ﹤0.01% 643
2024
Q4 		$50.1K Buy
+239
New +$55.8K ﹤0.01% 537

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Kestra Investment Management's ICLR Position: Q2 2025 in Review

Kestra Investment Management sold out of Icon (ICLR) in Q2 2025, closing a stake of 45 shares — an estimated $7.88K sold.

Kestra Investment Management first reported a position in ICLR in Q4 2024 and held it in 2 quarters. The position peaked at $50.1K in Q4 2024. 489 funds tracked by Wall St. Rank hold ICLR as of Q2 2025.

  • Kestra Investment Management reported no remaining Icon position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 45 Icon shares in Q2 2025, an estimated $7.88K.
  • Kestra Investment Management first reported a position in Icon in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's Icon position peaked at $50.1K in Q4 2024.
  • 489 funds tracked by Wall St. Rank held Icon as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.