Mission Wealth Management
ICLR icon

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
Q3 		– Sell
-1,318
Closed -$229K – 907
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
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Mission Wealth Management's ICLR Position: Q3 2026 in Review

Mission Wealth Management sold out of Icon (ICLR) in Q3 2026, closing a stake of 1,318 shares — an estimated $229K sold.

Mission Wealth Management first reported a position in ICLR in Q4 2021 and held it in 11 quarters. The position peaked at $357K in Q1 2024. 325 funds tracked by Wall St. Rank hold ICLR as of Q3 2026.

  • Mission Wealth Management reported no remaining Icon position as of Q3 2026 after selling out during the quarter.
  • Mission Wealth Management sold 1,318 Icon shares in Q3 2026, an estimated $229K.
  • Mission Wealth Management first reported a position in Icon in Q4 2021 and held it in 11 quarters.
  • Mission Wealth Management's Icon position peaked at $357K in Q1 2024.
  • 325 funds tracked by Wall St. Rank held Icon as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.