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Opal Wealth Advisors’s Icon ICLR Stock Holding History

Opal 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
2025
Q2 		– Sell
-666
Closed -$117K – 579
2025
Q1 		$117K Buy
+666
New +$129K 0.04% 252
2024
Q3 		– Sell
-540
Closed -$169K – 644
2024
Q2 		$169K Sell
540
-60
-10% -$18.8K 0.05% 203
2024
Q1 		$202K Buy
+600
New +$177K 0.07% 169
2022
Q1 		– Sell
-697
Closed -$216K – 114
2021
Q4 		$216K Buy
+697
New +$195K 0.14% 113

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Opal Wealth Advisors's ICLR Position: Q2 2025 in Review

Opal Wealth Advisors sold out of Icon (ICLR) in Q2 2025, closing a stake of 666 shares — an estimated $117K sold.

Opal Wealth Advisors first reported a position in ICLR in Q4 2021 and held it in 4 quarters. The position peaked at $216K in Q4 2021. 489 funds tracked by Wall St. Rank hold ICLR as of Q2 2025.

  • Opal Wealth Advisors reported no remaining Icon position as of Q2 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 666 Icon shares in Q2 2025, an estimated $117K.
  • Opal Wealth Advisors first reported a position in Icon in Q4 2021 and held it in 4 quarters.
  • Opal Wealth Advisors's Icon position peaked at $216K in Q4 2021.
  • 489 funds tracked by Wall St. Rank held Icon as of Q2 2025.

Based on Opal Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.