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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
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

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Harris Associates
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Fidelity Investments
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return