Physician Wealth Advisors
ICLR icon

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
Q3 		$2.89K Hold
17
– – ﹤0.01% 1385
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Physician Wealth Advisors's ICLR Position: Q3 2026 in Review

Physician Wealth Advisors held its Icon (ICLR) position steady in Q3 2026 at 17 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Physician Wealth Advisors first reported a position in ICLR in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.95K in Q2 2026. 275 funds tracked by Wall St. Rank hold ICLR as of Q3 2026.

  • Physician Wealth Advisors held 17 shares of Icon worth $2.89K as of Q3 2026.
  • Physician Wealth Advisors left its Icon share count unchanged in Q3 2026.
  • Icon made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1385 holding.
  • Physician Wealth Advisors first reported a position in Icon in Q3 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Icon position peaked at $2.95K in Q2 2026.
  • 275 funds tracked by Wall St. Rank held Icon as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.