Optimize Financial’s Icon ICLR Stock Holding History

Optimize Financial’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	–	Sell	-2,461	Closed	-$448K	–	381
2025 Q4	$448K	Buy	2,461 +32	+1%	+$5.7K	0.23%	178
2025 Q3	$425K	Buy	+2,429	New	+$407K	0.22%	186

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Optimize Financial's ICLR Position: Q1 2026 in Review

Optimize Financial sold out of Icon (ICLR) in Q1 2026, closing a stake of 2,461 shares — an estimated $448K sold.

Optimize Financial first reported a position in ICLR in Q3 2025 and held it in 2 quarters. The position peaked at $448K in Q4 2025. 417 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

Optimize Financial reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 2,461 Icon shares in Q1 2026, an estimated $448K.
Optimize Financial first reported a position in Icon in Q3 2025 and held it in 2 quarters.
Optimize Financial's Icon position peaked at $448K in Q4 2025.
417 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.