MWPCG
ICLR icon

Measured Wealth Private Client Group’s Icon ICLR Stock Holding History

Measured Wealth Private Client Group’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
2025
Q4 		– Sell
-60
Closed -$10.5K – 752
2025
Q3 		$10.5K Buy
+60
New +$10K ﹤0.01% 556

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Measured Wealth Private Client Group's ICLR Position: Q4 2025 in Review

Measured Wealth Private Client Group sold out of Icon (ICLR) in Q4 2025, closing a stake of 60 shares — an estimated $10.5K sold.

Measured Wealth Private Client Group first reported a position in ICLR in Q3 2025 and held it in 1 quarter. The position peaked at $10.5K in Q3 2025. 515 funds tracked by Wall St. Rank hold ICLR as of Q4 2025.

  • Measured Wealth Private Client Group reported no remaining Icon position as of Q4 2025 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 60 Icon shares in Q4 2025, an estimated $10.5K.
  • Measured Wealth Private Client Group first reported a position in Icon in Q3 2025 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Icon position peaked at $10.5K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Icon as of Q4 2025.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2025, filed 10 Feb 2026.