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Osborne Partners Capital Management’s Icon ICLR Stock Holding History

Osborne Partners Capital Management’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 		$8.45M Sell
48,671
-1,093
-2% -$139K 0.47% 70
2026
Q1 		$5.51M Sell
49,764
-1,115
-2% -$152K 0.29% 94
2025
Q4 		$9.27M Sell
50,879
-711
-1% -$127K 0.48% 72
2025
Q3 		$9.03M Buy
51,590
+1,342
+3% +$225K 0.46% 75
2025
Q2 		$7.31M Buy
50,248
+7,452
+17% +$1.06M 0.39% 91
2025
Q1 		$7.49M Buy
42,796
+4,015
+10% +$778K 0.43% 84
2024
Q4 		$8.13M Buy
38,781
+22,004
+131% +$5.14M 0.47% 79
2024
Q3 		$4.82M Buy
16,777
+91
+0.5% +$28.7K 0.27% 104
2024
Q2 		$5.23M Buy
16,686
+584
+4% +$183K 0.31% 99
2024
Q1 		$5.41M Buy
16,102
+490
+3% +$144K 0.33% 94
2023
Q4 		$4.42M Buy
+15,612
New +$4.04M 0.29% 99

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
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
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
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Osborne Partners Capital Management's ICLR Position: Q2 2026 in Review

Osborne Partners Capital Management reduced its Icon (ICLR) stake by 2.2% in Q2 2026, selling an estimated $139K and leaving 48,671 shares worth $8.45M. The position accounts for 0.47% of the portfolio, ranked #70.

Osborne Partners Capital Management first reported a position in ICLR in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.27M in Q4 2025. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Osborne Partners Capital Management held 48,671 shares of Icon worth $8.45M as of Q2 2026.
  • Osborne Partners Capital Management sold 1,093 Icon shares in Q2 2026, an estimated $139K.
  • Icon made up 0.47% of Osborne Partners Capital Management's portfolio in Q2 2026, its #70 holding.
  • Osborne Partners Capital Management first reported a position in Icon in Q4 2023 and has held it in 11 quarters since.
  • Osborne Partners Capital Management's Icon position peaked at $9.27M in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.