MC
ICLR icon

Montag & Caldwell’s Icon ICLR Stock Holding History

Montag & Caldwell’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
Q1 		– Sell
-2,670
Closed -$560K – 134
2024
Q4 		$560K Sell
2,670
-1,609
-38% -$376K 0.12% 67
2024
Q3 		$1.23M Buy
4,279
+10
+0.2% +$3.15K 0.25% 43
2024
Q2 		$1.34M Buy
4,269
+8
+0.2% +$2.51K 0.27% 38
2024
Q1 		$1.43M Buy
4,261
+199
+5% +$58.7K 0.25% 35
2023
Q4 		$1.15M Sell
4,062
-18
-0.4% -$4.66K 0.2% 35
2023
Q3 		$1M Hold
4,080
– – 0.13% 42
2023
Q2 		$1.02M Hold
4,080
– – 0.12% 42
2023
Q1 		$871K Buy
4,080
+449
+12% +$99.9K 0.12% 45
2022
Q4 		$705K Sell
3,631
-849
-19% -$168K 0.1% 49
2022
Q3 		$823K Buy
4,480
+7
+0.2% +$1.52K 0.12% 47
2022
Q2 		$969K Buy
+4,473
New +$1M 0.14% 37

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Montag & Caldwell's ICLR Position: Q1 2025 in Review

Montag & Caldwell sold out of Icon (ICLR) in Q1 2025, closing a stake of 2,670 shares — an estimated $560K sold.

Montag & Caldwell first reported a position in ICLR in Q2 2022 and held it in 11 quarters. The position peaked at $1.43M in Q1 2024. 560 funds tracked by Wall St. Rank hold ICLR as of Q1 2025.

  • Montag & Caldwell reported no remaining Icon position as of Q1 2025 after selling out during the quarter.
  • Montag & Caldwell sold 2,670 Icon shares in Q1 2025, an estimated $560K.
  • Montag & Caldwell first reported a position in Icon in Q2 2022 and held it in 11 quarters.
  • Montag & Caldwell's Icon position peaked at $1.43M in Q1 2024.
  • 560 funds tracked by Wall St. Rank held Icon as of Q1 2025.

Based on Montag & Caldwell's 13F filing for Q1 2025, filed 13 May 2025.