Physician Wealth Advisors’s Icon ICLR Stock Holding History

Physician 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
2026 Q2	$2.95K	Buy	17 +10	+143%	+$1.27K	﹤0.01%	1335
2026 Q1	$775	Sell	7 -5	-42%	-$683	﹤0.01%	1790
2025 Q4	$2.19K	Hold	12	–	–	﹤0.01%	1250
2025 Q3	$2.1K	Buy	+12	New	+$2.01K	﹤0.01%	1201

Other funds holding ICLR

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

RBC

Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Physician Wealth Advisors's ICLR Position: Q2 2026 in Review

Physician Wealth Advisors increased its Icon (ICLR) stake by 143% in Q2 2026, buying an estimated $1.27K and bringing the position to 17 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Physician Wealth Advisors first reported a position in ICLR in Q3 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

Physician Wealth Advisors held 17 shares of Icon worth $2.95K as of Q2 2026.
Physician Wealth Advisors bought 10 Icon shares in Q2 2026, an estimated $1.27K.
Icon made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1335 holding.
Physician Wealth Advisors first reported a position in Icon in Q3 2025 and has held it in 4 quarters since.
57 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.