MGWM
ICLR icon

Marks Group Wealth Management’s Icon ICLR Stock Holding History

Marks Group Wealth 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 		– Sell
-50,201
Closed -$5.56M – 359
2026
Q1 		$5.56M Buy
50,201
+4,647
+10% +$635K 0.54% 73
2025
Q4 		$8.3M Sell
45,554
-7,190
-14% -$1.28M 0.79% 30
2025
Q3 		$9.23M Sell
52,744
-3,094
-6% -$518K 0.86% 32
2025
Q2 		$8.12M Buy
55,838
+9,527
+21% +$1.35M 0.76% 67
2025
Q1 		$8.1M Buy
46,311
+14,184
+44% +$2.75M 0.78% 56
2024
Q4 		$6.74M Buy
32,127
+548
+2% +$128K 0.66% 70
2024
Q3 		$9.07M Buy
31,579
+3,542
+13% +$1.12M 0.87% 40
2024
Q2 		$8.79M Sell
28,037
-682
-2% -$214K 0.93% 22
2024
Q1 		$9.65M Sell
28,719
-533
-2% -$157K 1.01% 21
2023
Q4 		$8.28M Sell
29,252
-426
-1% -$110K 0.94% 21
2023
Q3 		$7.31M Sell
29,678
-435
-1% -$110K 0.9% 28
2023
Q2 		$7.53M Sell
30,113
-1,371
-4% -$291K 0.9% 30
2023
Q1 		$6.72M Sell
31,484
-1,208
-4% -$269K 0.86% 39
2022
Q4 		$6.35M Buy
32,692
+176
+0.5% +$34.9K 0.87% 42
2022
Q3 		$5.98M Sell
32,516
-433
-1% -$94.2K 0.91% 32
2022
Q2 		$7.14M Buy
32,949
+2,818
+9% +$632K 1.03% 12
2022
Q1 		$7.33M Buy
30,131
+2,733
+10% +$685K 0.92% 21
2021
Q4 		$8.49M Sell
27,398
-777
-3% -$217K 1.03% 14
2021
Q3 		$7.39M Buy
28,175
+1,191
+4% +$289K 1% 16
2021
Q2 		$5.59M Buy
26,984
+306
+1% +$66K 0.77% 53
2021
Q1 		$5.25M Buy
26,678
+712
+3% +$141K 0.78% 57
2020
Q4 		$5.06M Sell
25,966
-258
-1% -$50.4K 0.79% 48
2020
Q3 		$5.01M Sell
26,224
-411
-2% -$75.6K 0.91% 23
2020
Q2 		$4.49M Sell
26,635
-274
-1% -$43.2K 0.91% 26
2020
Q1 		$3.65M Sell
26,909
-2,291
-8% -$367K 0.94% 41
2019
Q4 		$5.03M Buy
+29,200
New +$4.5M 0.99% 15

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

Marks Group Wealth Management's ICLR Position: Q2 2026 in Review

Marks Group Wealth Management sold out of Icon (ICLR) in Q2 2026, closing a stake of 50,201 shares — an estimated $5.56M sold.

Marks Group Wealth Management first reported a position in ICLR in Q4 2019 and held it in 26 quarters. The position peaked at $9.65M in Q1 2024. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Marks Group Wealth Management reported no remaining Icon position as of Q2 2026 after selling out during the quarter.
  • Marks Group Wealth Management sold 50,201 Icon shares in Q2 2026, an estimated $5.56M.
  • Marks Group Wealth Management first reported a position in Icon in Q4 2019 and held it in 26 quarters.
  • Marks Group Wealth Management's Icon position peaked at $9.65M in Q1 2024.
  • 421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.