MBM Wealth Consultants’s Icon ICLR Stock Holding History

MBM Wealth Consultants’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	-120	Closed	-$13.3K	–	234
2026 Q1	$13.3K	Buy	+120	New	+$16.4K	﹤0.01%	226
2023 Q2	–	Sell	-120	Closed	-$26K	–	178
2023 Q1	$26K	Hold	120	–	–	0.01%	180
2022 Q4	$23K	Hold	120	–	–	0.01%	196
2022 Q3	$23K	Hold	120	–	–	0.01%	188
2022 Q2	$26K	Hold	120	–	–	0.01%	189
2022 Q1	$29K	Sell	120 -45	-27%	-$11.3K	0.01%	204
2021 Q4	$51K	Hold	165	–	–	0.02%	159
2021 Q3	$43K	Hold	165	–	–	0.02%	153
2021 Q2	$34K	Hold	165	–	–	0.02%	160
2021 Q1	$32K	Hold	165	–	–	0.02%	159
2020 Q4	$32K	Hold	165	–	–	0.02%	152
2020 Q3	$32K	Hold	165	–	–	0.02%	147
2020 Q2	$28K	Hold	165	–	–	0.02%	145
2020 Q1	$22K	Hold	165	–	–	0.02%	135
2019 Q4	$28K	Hold	165	–	–	0.02%	139
2019 Q3	$24K	Hold	165	–	–	0.02%	141
2019 Q2	$25K	Hold	165	–	–	0.02%	143
2019 Q1	$23K	Buy	+165	New	+$22.5K	0.02%	146

Other funds holding ICLR

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

MBM Wealth Consultants's ICLR Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Icon (ICLR) in Q2 2026, closing a stake of 120 shares — an estimated $13.3K sold.

MBM Wealth Consultants first reported a position in ICLR in Q1 2019 and held it in 18 quarters. The position peaked at $51K in Q4 2021. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

MBM Wealth Consultants reported no remaining Icon position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 120 Icon shares in Q2 2026, an estimated $13.3K.
MBM Wealth Consultants first reported a position in Icon in Q1 2019 and held it in 18 quarters.
MBM Wealth Consultants's Icon position peaked at $51K in Q4 2021.
422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.