NewEdge Wealth’s Icon ICLR Stock Holding History

NewEdge Wealth’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	$889K	Buy	8,038 +3,619	+82%	+$494K	0.01%	657
2025 Q4	$805K	Buy	4,419 +512	+13%	+$91.2K	0.01%	694
2025 Q3	$640K	Buy	3,907 +864	+28%	+$145K	0.01%	678
2025 Q2	$480K	Buy	3,043 +1,693	+125%	+$240K	0.01%	722
2025 Q1	$236K	Buy	1,350 +287	+27%	+$55.6K	﹤0.01%	841
2024 Q4	$223K	Buy	+1,063	New	+$248K	﹤0.01%	861

Other funds holding ICLR

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

NewEdge Wealth's ICLR Position: Q1 2026 in Review

NewEdge Wealth increased its Icon (ICLR) stake by 82% in Q1 2026, buying an estimated $494K and bringing the position to 8,038 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #657.

NewEdge Wealth first reported a position in ICLR in Q4 2024 and has held it in 6 quarters since. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

NewEdge Wealth held 8,038 shares of Icon worth $889K as of Q1 2026.
NewEdge Wealth bought 3,619 Icon shares in Q1 2026, an estimated $494K.
Icon made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #657 holding.
NewEdge Wealth first reported a position in Icon in Q4 2024 and has held it in 6 quarters since.
415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.