Morton Brown Family Wealth’s Icon ICLR Stock Holding History

Morton Brown Family Wealth’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	$5.21K	Hold	30	–	–	﹤0.01%	227
2026 Q1	$3.32K	Hold	30	–	–	﹤0.01%	238
2025 Q4	$5.47K	Hold	30	–	–	﹤0.01%	226
2025 Q3	$5.25K	Sell	30 -15	-33%	-$2.51K	﹤0.01%	215
2025 Q2	$6.54K	Hold	45	–	–	﹤0.01%	219
2025 Q1	$7.88K	Hold	45	–	–	﹤0.01%	206
2024 Q4	$9.44K	Hold	45	–	–	﹤0.01%	178
2024 Q3	$12.9K	Hold	45	–	–	﹤0.01%	153
2024 Q2	$14.8K	Buy	45 +30	+200%	+$9.4K	0.01%	142
2024 Q1	$5.04K	Buy	+15	New	+$4.42K	﹤0.01%	178

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

Morton Brown Family Wealth's ICLR Position: Q2 2026 in Review

Morton Brown Family Wealth held its Icon (ICLR) position steady in Q2 2026 at 30 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Morton Brown Family Wealth first reported a position in ICLR in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.8K in Q2 2024. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

Morton Brown Family Wealth held 30 shares of Icon worth $5.21K as of Q2 2026.
Morton Brown Family Wealth left its Icon share count unchanged in Q2 2026.
Icon made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #227 holding.
Morton Brown Family Wealth first reported a position in Icon in Q1 2024 and has held it in 10 quarters since.
Morton Brown Family Wealth's Icon position peaked at $14.8K in Q2 2024.
421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.