New Wave Wealth Advisors’s Icon ICLR Stock Holding History

New Wave Wealth Advisors’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	$648K	Buy	3,731 +531	+17%	+$67.6K	0.18%	114
2026 Q1	$354K	Buy	3,200 +1,721	+116%	+$235K	0.12%	120
2025 Q4	$270K	Buy	1,479 +72	+5%	+$12.8K	0.1%	148
2025 Q3	$246K	Buy	+1,407	New	+$235K	0.1%	145

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

New Wave Wealth Advisors's ICLR Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Icon (ICLR) stake by 17% in Q2 2026, buying an estimated $67.6K and bringing the position to 3,731 shares worth $648K. The position accounts for 0.18% of the portfolio, ranked #114.

New Wave Wealth Advisors first reported a position in ICLR in Q3 2025 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

New Wave Wealth Advisors held 3,731 shares of Icon worth $648K as of Q2 2026.
New Wave Wealth Advisors bought 531 Icon shares in Q2 2026, an estimated $67.6K.
Icon made up 0.18% of New Wave Wealth Advisors's portfolio in Q2 2026, its #114 holding.
New Wave Wealth Advisors first reported a position in Icon in Q3 2025 and has held it in 4 quarters since.
422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.