LOPW
ICLR icon

Live Oak Private Wealth’s Icon ICLR Stock Holding History

Live Oak Private Wealth’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 		$2.3M Buy
20,822
+2,007
+11% +$274K 0.32% 70
2025
Q4 		$3.43M Buy
18,815
+582
+3% +$104K 0.47% 57
2025
Q3 		$3.19M Buy
18,233
+5,593
+44% +$936K 0.44% 60
2025
Q2 		$1.84M Buy
12,640
+3,277
+35% +$465K 0.27% 81
2025
Q1 		$1.64M Buy
9,363
+870
+10% +$169K 0.27% 81
2024
Q4 		$1.78M Buy
8,493
+1,513
+22% +$353K 0.3% 72
2024
Q3 		$2.01M Buy
6,980
+154
+2% +$48.6K 0.33% 69
2024
Q2 		$2.14M Buy
6,826
+193
+3% +$60.5K 0.37% 68
2024
Q1 		$2.23M Buy
6,633
+77
+1% +$22.7K 0.39% 66
2023
Q4 		$1.86M Sell
6,556
-312
-5% -$80.7K 0.35% 67
2023
Q3 		$1.69M Buy
6,868
+30
+0.4% +$7.56K 0.36% 62
2023
Q2 		$1.71M Sell
6,838
-218
-3% -$46.3K 0.34% 65
2023
Q1 		$1.51M Buy
7,056
+34
+0.5% +$7.57K 0.31% 66
2022
Q4 		$1.36M Buy
7,022
+391
+6% +$77.5K 0.28% 77
2022
Q3 		$1.22M Buy
6,631
+178
+3% +$38.7K 0.27% 75
2022
Q2 		$1.4M Buy
6,453
+118
+2% +$26.5K 0.29% 77
2022
Q1 		$1.54M Buy
6,335
+173
+3% +$43.4K 0.3% 76
2021
Q4 		$1.91M Sell
6,162
-13
-0.2% -$3.64K 0.36% 65
2021
Q3 		$1.62M Sell
6,175
-103
-2% -$25K 0.33% 73
2021
Q2 		$1.3M Buy
6,278
+54
+0.9% +$11.7K 0.29% 75
2021
Q1 		$1.22M Buy
+6,224
New +$1.23M 0.3% 70

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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