LWAM
ICLR icon

Legacy Wealth Asset Management’s Icon ICLR Stock Holding History

Legacy Wealth Asset Management’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 		$507K Buy
2,921
+55
+2% +$7K 0.11% 265
2026
Q1 		$317K Buy
2,866
+279
+11% +$38.1K 0.08% 309
2025
Q4 		$471K Buy
2,587
+110
+4% +$19.6K 0.12% 266
2025
Q3 		$433K Buy
2,477
+46
+2% +$7.7K 0.11% 275
2025
Q2 		$354K Buy
2,431
+147
+6% +$20.9K 0.09% 293
2025
Q1 		$400K Buy
2,284
+81
+4% +$15.7K 0.11% 264
2024
Q4 		$462K Buy
2,203
+11
+0.5% +$2.57K 0.13% 249
2024
Q3 		$630K Sell
2,192
-14
-0.6% -$4.42K 0.17% 196
2024
Q2 		$692K Buy
2,206
+10
+0.5% +$3.13K 0.2% 144
2024
Q1 		$738K Buy
2,196
+3
+0.1% +$884 0.21% 139
2023
Q4 		$621K Sell
2,193
-6
-0.3% -$1.55K 0.2% 164
2023
Q3 		$542K Sell
2,199
-695
-24% -$175K 0.2% 178
2023
Q2 		$724K Buy
2,894
+29
+1% +$6.16K 0.25% 119
2023
Q1 		$612K Buy
2,865
+765
+36% +$170K 0.22% 151
2022
Q4 		$408K Buy
2,100
+479
+30% +$95K 0.16% 244
2022
Q3 		$298K Sell
1,621
-4,886
-75% -$1.06M 0.13% 263
2022
Q2 		$1.41M Buy
6,507
+393
+6% +$88.1K 0.57% 32
2022
Q1 		$1.49M Buy
6,114
+974
+19% +$244K 0.53% 42
2021
Q4 		$1.59M Buy
5,140
+1,809
+54% +$506K 0.54% 27
2021
Q3 		$873K Buy
3,331
+1,103
+50% +$268K 0.4% 92
2021
Q2 		$461K Buy
2,228
+27
+1% +$5.83K 0.2% 183
2021
Q1 		$432K Buy
2,201
+67
+3% +$13.2K 0.2% 192
2020
Q4 		$416K Buy
+2,134
New +$417K 0.21% 185

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 Wealth Asset Management's ICLR Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Icon (ICLR) stake by 1.9% in Q2 2026, buying an estimated $7K and bringing the position to 2,921 shares worth $507K. The position accounts for 0.11% of the portfolio, ranked #265.

Legacy Wealth Asset Management first reported a position in ICLR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.59M in Q4 2021. 423 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Legacy Wealth Asset Management held 2,921 shares of Icon worth $507K as of Q2 2026.
  • Legacy Wealth Asset Management bought 55 Icon shares in Q2 2026, an estimated $7K.
  • Icon made up 0.11% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #265 holding.
  • Legacy Wealth Asset Management first reported a position in Icon in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Icon position peaked at $1.59M in Q4 2021.
  • 423 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.