LA
ICLR icon

Legacy Advisors’s Icon ICLR Stock Holding History

Legacy Advisors’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 		$382K Hold
2,200
– – 0.04% 216
2026
Q1 		$243K Hold
2,200
– – 0.03% 241
2025
Q4 		$401K Hold
2,200
– – 0.04% 190
2025
Q3 		$385K Buy
+2,200
New +$368K 0.05% 178
2025
Q2 		– Sell
-2,356
Closed -$412K – 193
2025
Q1 		$412K Hold
2,356
– – 0.04% 288
2024
Q4 		$494K Buy
2,356
+23
+1% +$5.37K 0.05% 254
2024
Q3 		$670K Buy
+2,333
New +$736K 0.07% 206
2024
Q1 		– Sell
-1,667
Closed -$472K – 326
2023
Q4 		$472K Sell
1,667
-489
-23% -$127K 0.06% 203
2023
Q3 		$531K Sell
2,156
-284
-12% -$71.6K 0.09% 180
2023
Q2 		$610K Sell
2,440
-190
-7% -$40.3K 0.09% 154
2023
Q1 		$562K Sell
2,630
-278
-10% -$61.9K 0.1% 142
2022
Q4 		$565K Buy
2,908
+893
+44% +$177K 0.1% 138
2022
Q3 		$370K Sell
2,015
-633
-24% -$138K 0.08% 153
2022
Q2 		$574K Buy
2,648
+1,077
+69% +$242K 0.12% 109
2022
Q1 		$382K Buy
+1,571
New +$394K 0.07% 144

Other funds holding ICLR

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Legacy Advisors's ICLR Position: Q2 2026 in Review

Legacy Advisors held its Icon (ICLR) position steady in Q2 2026 at 2,200 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #216.

Legacy Advisors first reported a position in ICLR in Q1 2022 and has held it in 15 quarters since. The position peaked at $670K in Q3 2024. 75 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Legacy Advisors held 2,200 shares of Icon worth $382K as of Q2 2026.
  • Legacy Advisors left its Icon share count unchanged in Q2 2026.
  • Icon made up 0.04% of Legacy Advisors's portfolio in Q2 2026, its #216 holding.
  • Legacy Advisors first reported a position in Icon in Q1 2022 and has held it in 15 quarters since.
  • Legacy Advisors's Icon position peaked at $670K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.