Mission Wealth Management’s Icon ICLR Stock Holding History

Mission 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	$229K	Buy	+1,318	New	+$168K	﹤0.01%	982
2025 Q1	–	Sell	-1,065	Closed	-$223K	–	687
2024 Q4	$223K	Sell	1,065 -16	-1%	-$3.74K	0.01%	602
2024 Q3	$311K	Buy	1,081 +16	+2%	+$5.04K	0.01%	542
2024 Q2	$334K	Buy	1,065 +2	+0.2%	+$627	0.01%	512
2024 Q1	$357K	Hold	1,063	–	–	0.01%	517
2023 Q4	$301K	Hold	1,063	–	–	0.01%	469
2023 Q3	$262K	Sell	1,063 -1	-0.1%	-$252	0.01%	465
2023 Q2	$266K	Buy	1,064 +1	+0.1%	+$212	0.01%	460
2023 Q1	$227K	Hold	1,063	–	–	0.01%	482
2022 Q4	$206K	Buy	+1,063	New	+$211K	0.01%	485
2022 Q1	–	Sell	-807	Closed	-$250K	–	552
2021 Q4	$250K	Buy	+807	New	+$226K	0.01%	471

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

Mission Wealth Management's ICLR Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Icon (ICLR) in Q2 2026: 1,318 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #982 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in ICLR as recently as Q4 2024.

Mission Wealth Management first reported a position in ICLR in Q4 2021 and has held it in 11 quarters since. The position peaked at $357K in Q1 2024. 423 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

Mission Wealth Management held 1,318 shares of Icon worth $229K as of Q2 2026.
Icon was a new Mission Wealth Management position in Q2 2026.
Icon made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #982 holding.
Mission Wealth Management first reported a position in Icon in Q4 2021 and has held it in 11 quarters since.
Mission Wealth Management's Icon position peaked at $357K in Q1 2024.
423 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.