MC
ICLR icon

Muhlenkamp & Co’s Icon ICLR Stock Holding History

Muhlenkamp & Co’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
Q1 		$7.3M Sell
66,005
-7,860
-11% -$1.07M 1.92% 24
2025
Q4 		$13.5M Buy
73,865
+398
+0.5% +$70.9K 3.62% 14
2025
Q3 		$12.9M Buy
+73,467
New +$12.3M 3.49% 15

Other funds holding ICLR

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Muhlenkamp & Co's ICLR Position: Q1 2026 in Review

Muhlenkamp & Co reduced its Icon (ICLR) stake by 11% in Q1 2026, selling an estimated $1.07M and leaving 66,005 shares worth $7.3M. The position accounts for 1.92% of the portfolio, ranked #24.

Muhlenkamp & Co first reported a position in ICLR in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.5M in Q4 2025. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Muhlenkamp & Co held 66,005 shares of Icon worth $7.3M as of Q1 2026.
  • Muhlenkamp & Co sold 7,860 Icon shares in Q1 2026, an estimated $1.07M.
  • Icon made up 1.92% of Muhlenkamp & Co's portfolio in Q1 2026, its #24 holding.
  • Muhlenkamp & Co first reported a position in Icon in Q3 2025 and has held it in 3 quarters since.
  • Muhlenkamp & Co's Icon position peaked at $13.5M in Q4 2025.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Muhlenkamp & Co's 13F filing for Q1 2026, filed 6 May 2026.