OIA
ICLR icon

OneDigital Investment Advisors’s Icon ICLR Stock Holding History

OneDigital Investment 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 		– Sell
-4,672
Closed -$517K – 1611
2026
Q1 		$517K Sell
4,672
-235
-5% -$32.1K 0.01% 934
2025
Q4 		$894K Buy
4,907
+23
+0.5% +$4.1K 0.01% 715
2025
Q3 		$855K Buy
4,884
+16
+0.3% +$2.68K 0.01% 720
2025
Q2 		$708K Sell
4,868
-1,017
-17% -$144K 0.01% 762
2025
Q1 		$1.03M Sell
5,885
-1,243
-17% -$241K 0.01% 596
2024
Q4 		$1.49M Buy
7,128
+1,757
+33% +$410K 0.02% 504
2024
Q3 		$1.54M Sell
5,371
-157
-3% -$49.5K 0.02% 518
2024
Q2 		$1.73M Buy
5,528
+2,593
+88% +$813K 0.02% 457
2024
Q1 		$986K Sell
2,935
-624
-18% -$184K 0.02% 514
2023
Q4 		$1.01M Buy
3,559
+612
+21% +$158K 0.02% 476
2023
Q3 		$726K Sell
2,947
-19
-0.6% -$4.79K 0.02% 523
2023
Q2 		$742K Buy
2,966
+48
+2% +$10.2K 0.02% 494
2023
Q1 		$623K Buy
+2,918
New +$649K 0.01% 538

Other funds holding ICLR

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

OneDigital Investment Advisors's ICLR Position: Q2 2026 in Review

OneDigital Investment Advisors sold out of Icon (ICLR) in Q2 2026, closing a stake of 4,672 shares — an estimated $517K sold.

OneDigital Investment Advisors first reported a position in ICLR in Q1 2023 and held it in 13 quarters. The position peaked at $1.73M in Q2 2024. 259 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • OneDigital Investment Advisors reported no remaining Icon position as of Q2 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,672 Icon shares in Q2 2026, an estimated $517K.
  • OneDigital Investment Advisors first reported a position in Icon in Q1 2023 and held it in 13 quarters.
  • OneDigital Investment Advisors's Icon position peaked at $1.73M in Q2 2024.
  • 259 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.