PCS
ICLR icon

Personal CFO Solutions’s Icon ICLR Stock Holding History

Personal CFO Solutions’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
-5,014
Closed -$877K – 499
2025
Q1 		$877K Sell
5,014
-378
-7% -$73.3K 0.18% 118
2024
Q4 		$1.13M Sell
5,392
-155
-3% -$36.2K 0.22% 93
2024
Q3 		$1.59M Buy
5,547
+15
+0.3% +$4.73K 0.22% 84
2024
Q2 		$1.73M Sell
5,532
-31
-0.6% -$9.71K 0.27% 69
2024
Q1 		$1.87M Sell
5,563
-194
-3% -$57.2K 0.29% 70
2023
Q4 		$1.63M Sell
5,757
-282
-5% -$73K 0.28% 66
2023
Q3 		$1.49M Buy
6,039
+622
+11% +$157K 0.29% 67
2023
Q2 		$1.36M Buy
5,417
+130
+2% +$27.6K 0.28% 73
2023
Q1 		$1.13M Buy
5,287
+304
+6% +$67.7K 0.23% 82
2022
Q4 		$968K Sell
4,983
-1,530
-23% -$303K 0.2% 93
2022
Q3 		$1.2M Buy
6,513
+150
+2% +$32.6K 0.3% 62
2022
Q2 		$1.38M Sell
6,363
-200
-3% -$44.8K 0.32% 54
2022
Q1 		$1.6M Sell
6,563
-269
-4% -$67.4K 0.31% 53
2021
Q4 		$2.12M Buy
6,832
+927
+16% +$259K 0.4% 48
2021
Q3 		$1.55M Buy
5,905
+3,385
+134% +$823K 0.32% 59
2021
Q2 		$521K Sell
2,520
-108
-4% -$23.3K 0.11% 181
2021
Q1 		$516K Sell
2,628
-1,120
-30% -$221K 0.11% 166
2020
Q4 		$731K Buy
3,748
+35
+0.9% +$6.84K 0.18% 110
2020
Q3 		$1M Buy
3,713
+83
+2% +$15.3K 0.33% 83
2020
Q2 		$612K Sell
3,630
-47
-1% -$7.41K 0.18% 108
2020
Q1 		$500K Sell
3,677
-111
-3% -$17.8K 0.18% 119
2019
Q4 		$652K Buy
3,788
+97
+3% +$15K 0.19% 112
2019
Q3 		$544K Buy
+3,691
New +$567K 0.22% 112

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

Personal CFO Solutions's ICLR Position: Q2 2025 in Review

Personal CFO Solutions sold out of Icon (ICLR) in Q2 2025, closing a stake of 5,014 shares — an estimated $877K sold.

Personal CFO Solutions first reported a position in ICLR in Q3 2019 and held it in 23 quarters. The position peaked at $2.12M in Q4 2021. 489 funds tracked by Wall St. Rank hold ICLR as of Q2 2025.

  • Personal CFO Solutions reported no remaining Icon position as of Q2 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 5,014 Icon shares in Q2 2025, an estimated $877K.
  • Personal CFO Solutions first reported a position in Icon in Q3 2019 and held it in 23 quarters.
  • Personal CFO Solutions's Icon position peaked at $2.12M in Q4 2021.
  • 489 funds tracked by Wall St. Rank held Icon as of Q2 2025.

Based on Personal CFO Solutions's 13F filing for Q2 2025, filed 12 Aug 2025.