MWA
ICLR icon

Medallion Wealth Advisors’s Icon ICLR Stock Holding History

Medallion Wealth Advisors’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 		$2.54K Hold
23
– – ﹤0.01% 971
2025
Q4 		$4.19K Hold
23
– – ﹤0.01% 893
2025
Q3 		$4.03K Hold
23
– – ﹤0.01% 890
2025
Q2 		$3.42K Hold
23
– – ﹤0.01% 895
2025
Q1 		$3.83K Buy
+23
New +$4.46K ﹤0.01% 827

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B 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 $75B 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 $1.02T AUM 30.18% 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

Medallion Wealth Advisors's ICLR Position: Q1 2026 in Review

Medallion Wealth Advisors held its Icon (ICLR) position steady in Q1 2026 at 23 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Medallion Wealth Advisors first reported a position in ICLR in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.19K in Q4 2025. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Medallion Wealth Advisors held 23 shares of Icon worth $2.54K as of Q1 2026.
  • Medallion Wealth Advisors left its Icon share count unchanged in Q1 2026.
  • Icon made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #971 holding.
  • Medallion Wealth Advisors first reported a position in Icon in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Icon position peaked at $4.19K in Q4 2025.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.