Kovitz Investment Group Partners
ICLR icon

Kovitz Investment Group Partners’s Icon ICLR Stock Holding History

Kovitz Investment Group Partners’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
-2,183
Closed -$382K – 845
2025
Q3 		$382K Buy
2,183
+172
+9% +$28.8K ﹤0.01% 1120
2025
Q2 		$293K Buy
2,011
+289
+17% +$41K ﹤0.01% 1147
2025
Q1 		$301K Sell
1,722
-189
-10% -$36.6K ﹤0.01% 1053
2024
Q4 		$401K Buy
1,911
+1,067
+126% +$249K ﹤0.01% 960
2024
Q3 		$226K Buy
+844
New +$266K ﹤0.01% 926
2024
Q2 		– Sell
-672
Closed -$226K – 824
2024
Q1 		$226K Buy
+672
New +$198K ﹤0.01% 619

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OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kovitz Investment Group Partners's ICLR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Icon (ICLR) in Q4 2025, closing a stake of 2,183 shares — an estimated $382K sold.

Kovitz Investment Group Partners first reported a position in ICLR in Q1 2024 and held it in 6 quarters. The position peaked at $401K in Q4 2024. 515 funds tracked by Wall St. Rank hold ICLR as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Icon position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,183 Icon shares in Q4 2025, an estimated $382K.
  • Kovitz Investment Group Partners first reported a position in Icon in Q1 2024 and held it in 6 quarters.
  • Kovitz Investment Group Partners's Icon position peaked at $401K in Q4 2024.
  • 515 funds tracked by Wall St. Rank held Icon as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.