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ICLR icon

NewEdge Advisors’s Icon ICLR Stock Holding History

NewEdge 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 		$271K Sell
1,562
-1,176
-43% -$150K ﹤0.01% 2572
2026
Q1 		$303K Buy
2,738
+1,429
+109% +$195K ﹤0.01% 2330
2025
Q4 		$238K Buy
1,309
+104
+9% +$18.5K ﹤0.01% 2477
2025
Q3 		$211K Buy
1,205
+1,149
+2,052% +$192K ﹤0.01% 2385
2025
Q2 		$8.15K Sell
56
-2,537
-98% -$360K ﹤0.01% 3265
2025
Q1 		$454K Buy
2,593
+368
+17% +$71.3K ﹤0.01% 1635
2024
Q4 		$467K Sell
2,225
-444
-17% -$104K ﹤0.01% 1601
2024
Q3 		$767K Buy
2,669
+788
+42% +$248K 0.01% 1229
2024
Q2 		$590K Buy
1,881
+445
+31% +$139K ﹤0.01% 1319
2024
Q1 		$482K Buy
1,436
+15
+1% +$4.42K ﹤0.01% 1370
2023
Q4 		$379K Buy
1,421
+9
+0.6% +$2.33K ﹤0.01% 1439
2023
Q3 		$348K Buy
1,412
+997
+240% +$251K ﹤0.01% 1351
2023
Q2 		$104K Buy
415
+128
+45% +$27.2K ﹤0.01% 1838
2023
Q1 		$61.3K Sell
287
-120
-29% -$26.7K ﹤0.01% 1915
2022
Q4 		$26.7K Buy
+407
New +$80.7K ﹤0.01% 2016
2017
Q3 		– Sell
-237
Closed -$23.3K – 704
2017
Q2 		$23.3K Buy
+237
New +$21K ﹤0.01% 696

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

NewEdge Advisors's ICLR Position: Q2 2026 in Review

NewEdge Advisors reduced its Icon (ICLR) stake by 43% in Q2 2026, selling an estimated $150K and leaving 1,562 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #2572.

NewEdge Advisors first reported a position in ICLR in Q2 2017 and has held it in 16 quarters since. The position peaked at $767K in Q3 2024. 423 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • NewEdge Advisors held 1,562 shares of Icon worth $271K as of Q2 2026.
  • NewEdge Advisors sold 1,176 Icon shares in Q2 2026, an estimated $150K.
  • Icon made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2572 holding.
  • NewEdge Advisors first reported a position in Icon in Q2 2017 and has held it in 16 quarters since.
  • NewEdge Advisors's Icon position peaked at $767K in Q3 2024.
  • 423 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.