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
Q2 		$4K Hold
23
– – ﹤0.01% 895
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 $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

Medallion Wealth Advisors's ICLR Position: Q2 2026 in Review

Medallion Wealth Advisors held its Icon (ICLR) position steady in Q2 2026 at 23 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Medallion Wealth Advisors first reported a position in ICLR in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.19K in Q4 2025. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Medallion Wealth Advisors held 23 shares of Icon worth $4K as of Q2 2026.
  • Medallion Wealth Advisors left its Icon share count unchanged in Q2 2026.
  • Icon made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #895 holding.
  • Medallion Wealth Advisors first reported a position in Icon in Q1 2025 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Icon position peaked at $4.19K in Q4 2025.
  • 422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.