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 Q2	$1.45M	Buy	8,345 +307	+4%	+$39.1K	0.01%	555
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 $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

NewEdge Wealth's ICLR Position: Q2 2026 in Review

NewEdge Wealth increased its Icon (ICLR) stake by 3.8% in Q2 2026, buying an estimated $39.1K and bringing the position to 8,345 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #555.

NewEdge Wealth first reported a position in ICLR in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

NewEdge Wealth held 8,345 shares of Icon worth $1.45M as of Q2 2026.
NewEdge Wealth bought 307 Icon shares in Q2 2026, an estimated $39.1K.
Icon made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #555 holding.
NewEdge Wealth first reported a position in Icon in Q4 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.