NWAG
ICLR icon

Net Worth Advisory Group’s Icon ICLR Stock Holding History

Net Worth Advisory Group’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 		$415K Sell
2,389
-215
-8% -$27.4K 0.1% 205
2026
Q1 		$288K Sell
2,604
-260
-9% -$35.5K 0.06% 315
2025
Q4 		$522K Sell
2,864
-699
-20% -$124K 0.11% 198
2025
Q3 		$624K Buy
3,563
+1,581
+80% +$265K 0.18% 126
2025
Q2 		$288K Buy
+1,982
New +$281K 0.06% 320
2024
Q4 		– Sell
-936
Closed -$269K – 395
2024
Q3 		$269K Buy
+936
New +$295K 0.08% 305

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
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

Net Worth Advisory Group's ICLR Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Icon (ICLR) stake by 8.3% in Q2 2026, selling an estimated $27.4K and leaving 2,389 shares worth $415K. The position accounts for 0.1% of the portfolio, ranked #205.

Net Worth Advisory Group first reported a position in ICLR in Q3 2024 and has held it in 6 quarters since. The position peaked at $624K in Q3 2025. 423 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Net Worth Advisory Group held 2,389 shares of Icon worth $415K as of Q2 2026.
  • Net Worth Advisory Group sold 215 Icon shares in Q2 2026, an estimated $27.4K.
  • Icon made up 0.1% of Net Worth Advisory Group's portfolio in Q2 2026, its #205 holding.
  • Net Worth Advisory Group first reported a position in Icon in Q3 2024 and has held it in 6 quarters since.
  • Net Worth Advisory Group's Icon position peaked at $624K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.