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 Q3	$455K	Buy	2,814 +425	+18%	+$71.4K	0.11%	187
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

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

Banque de Luxembourg Luxembourg $224M AUM 19.18% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Net Worth Advisory Group's ICLR Position: Q3 2026 in Review

Net Worth Advisory Group increased its Icon (ICLR) stake by 18% in Q3 2026, buying an estimated $71.4K and bringing the position to 2,814 shares worth $455K. The position accounts for 0.11% of the portfolio, ranked #187.

Net Worth Advisory Group first reported a position in ICLR in Q3 2024 and has held it in 7 quarters since. The position peaked at $624K in Q3 2025. 40 funds tracked by Wall St. Rank hold ICLR as of Q3 2026.

Net Worth Advisory Group held 2,814 shares of Icon worth $455K as of Q3 2026.
Net Worth Advisory Group bought 425 Icon shares in Q3 2026, an estimated $71.4K.
Icon made up 0.11% of Net Worth Advisory Group's portfolio in Q3 2026, its #187 holding.
Net Worth Advisory Group first reported a position in Icon in Q3 2024 and has held it in 7 quarters since.
Net Worth Advisory Group's Icon position peaked at $624K in Q3 2025.
40 funds tracked by Wall St. Rank held Icon as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.