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Kestra Private Wealth Services’s Icon ICLR Stock Holding History

Kestra Private Wealth Services’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
Q1 		– Sell
-1,024
Closed -$215K – 1533
2024
Q4 		$215K Sell
1,024
-1,586
-61% -$370K ﹤0.01% 1288
2024
Q3 		$750K Buy
2,610
+336
+15% +$106K 0.01% 718
2024
Q2 		$713K Buy
2,274
+955
+72% +$299K 0.01% 693
2024
Q1 		$443K Buy
1,319
+106
+9% +$31.2K 0.01% 852
2023
Q4 		$343K Buy
+1,213
New +$314K 0.01% 889

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Kestra Private Wealth Services's ICLR Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of Icon (ICLR) in Q1 2025, closing a stake of 1,024 shares — an estimated $215K sold.

Kestra Private Wealth Services first reported a position in ICLR in Q4 2023 and held it in 5 quarters. The position peaked at $750K in Q3 2024. 562 funds tracked by Wall St. Rank hold ICLR as of Q1 2025.

  • Kestra Private Wealth Services reported no remaining Icon position as of Q1 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,024 Icon shares in Q1 2025, an estimated $215K.
  • Kestra Private Wealth Services first reported a position in Icon in Q4 2023 and held it in 5 quarters.
  • Kestra Private Wealth Services's Icon position peaked at $750K in Q3 2024.
  • 562 funds tracked by Wall St. Rank held Icon as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.