LCWP
ICLR icon

Legacy Capital Wealth Partners’s Icon ICLR Stock Holding History

Legacy Capital Wealth 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
2026
Q2 		$910K Sell
5,241
-1,122
-18% -$143K 0.17% 114
2026
Q1 		$704K Buy
6,363
+1,148
+22% +$157K 0.15% 151
2025
Q4 		$950K Buy
5,215
+21
+0.4% +$3.74K 0.2% 99
2025
Q3 		$909K Buy
5,194
+1,367
+36% +$229K 0.2% 107
2025
Q2 		$557K Buy
3,827
+2,296
+150% +$326K 0.13% 171
2025
Q1 		$268K Sell
1,531
-32
-2% -$6.2K 0.07% 300
2024
Q4 		$328K Sell
1,563
-631
-29% -$147K 0.08% 257
2024
Q3 		$630K Buy
2,194
+1,115
+103% +$352K 0.13% 153
2024
Q2 		$338K Buy
+1,079
New +$338K 0.09% 220
2024
Q1 		– Sell
-831
Closed -$235K – 217
2023
Q4 		$235K Buy
+831
New +$215K 0.07% 255

Other funds holding ICLR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
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

Legacy Capital Wealth Partners's ICLR Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Icon (ICLR) stake by 18% in Q2 2026, selling an estimated $143K and leaving 5,241 shares worth $910K. The position accounts for 0.17% of the portfolio, ranked #114.

Legacy Capital Wealth Partners first reported a position in ICLR in Q4 2023 and has held it in 10 quarters since. The position peaked at $950K in Q4 2025. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Legacy Capital Wealth Partners held 5,241 shares of Icon worth $910K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 1,122 Icon shares in Q2 2026, an estimated $143K.
  • Icon made up 0.17% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #114 holding.
  • Legacy Capital Wealth Partners first reported a position in Icon in Q4 2023 and has held it in 10 quarters since.
  • Legacy Capital Wealth Partners's Icon position peaked at $950K in Q4 2025.
  • 422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.