Key Financial Inc’s Icon ICLR Stock Holding History

Key Financial Inc’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	–	Sell	-10	Closed	-$1.11K	–	1399
2026 Q1	$1.11K	Buy	+10	New	+$1.37K	﹤0.01%	1241
2025 Q1	–	Sell	-11	Closed	-$2.31K	–	1398
2024 Q4	$2.31K	Sell	11 -592	-98%	-$138K	﹤0.01%	1135
2024 Q3	$173K	Hold	603	–	–	0.04%	266
2024 Q2	$189K	Hold	603	–	–	0.05%	254
2024 Q1	$203K	Hold	603	–	–	0.05%	229
2023 Q4	$171K	Sell	603 -19	-3%	-$4.92K	0.05%	237
2023 Q3	$153K	Hold	622	–	–	0.05%	232
2023 Q2	$156K	Buy	622 +183	+42%	+$38.9K	0.05%	234
2023 Q1	$93.8K	Buy	439 +420	+2,211%	+$93.5K	0.03%	297
2022 Q4	$3.49K	Hold	19	–	–	﹤0.01%	857
2022 Q3	$3K	Hold	19	–	–	﹤0.01%	889
2022 Q2	$4K	Hold	19	–	–	﹤0.01%	839
2022 Q1	$5K	Hold	19	–	–	﹤0.01%	788
2021 Q4	$6K	Hold	19	–	–	﹤0.01%	678
2021 Q3	$5K	Hold	19	–	–	﹤0.01%	702
2021 Q2	$5K	Hold	19	–	–	﹤0.01%	684
2021 Q1	$4K	Hold	19	–	–	﹤0.01%	621
2020 Q4	$4K	Buy	+19	New	+$3.71K	﹤0.01%	583
2020 Q2	–	Sell	-19	Closed	-$3K	–	336
2020 Q1	$3K	Buy	+19	New	+$3.04K	﹤0.01%	559

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

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

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

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

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

Key Financial Inc's ICLR Position: Q2 2026 in Review

Key Financial Inc sold out of Icon (ICLR) in Q2 2026, closing a stake of 10 shares — an estimated $1.11K sold.

Key Financial Inc first reported a position in ICLR in Q1 2020 and held it in 19 quarters. The position peaked at $203K in Q1 2024. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

Key Financial Inc reported no remaining Icon position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 10 Icon shares in Q2 2026, an estimated $1.11K.
Key Financial Inc first reported a position in Icon in Q1 2020 and held it in 19 quarters.
Key Financial Inc's Icon position peaked at $203K in Q1 2024.
422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.