Pin Oak Investment Advisors’s Icon ICLR Stock Holding History

Pin Oak Investment 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	$7K	Hold	38	–	–	0.01%	397
2026 Q1	$4K	Hold	38	–	–	﹤0.01%	439
2025 Q4	$6K	Hold	38	–	–	﹤0.01%	423
2025 Q3	$6.65K	Hold	38	–	–	﹤0.01%	402
2025 Q2	$6K	Hold	38	–	–	0.01%	361
2025 Q1	$7K	Hold	38	–	–	0.01%	348
2024 Q4	$11K	Hold	38	–	–	0.01%	334
2024 Q3	$10K	Hold	38	–	–	0.01%	346
2024 Q2	$12K	Hold	38	–	–	0.01%	315
2024 Q1	$13K	Hold	38	–	–	0.01%	305
2023 Q4	$11K	Buy	+38	New	+$9.83K	0.01%	320

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

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

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

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

Pin Oak Investment Advisors's ICLR Position: Q2 2026 in Review

Pin Oak Investment Advisors held its Icon (ICLR) position steady in Q2 2026 at 38 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #397.

Pin Oak Investment Advisors first reported a position in ICLR in Q4 2023 and has held it in 11 quarters since. The position peaked at $13K in Q1 2024. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

Pin Oak Investment Advisors held 38 shares of Icon worth $7K as of Q2 2026.
Pin Oak Investment Advisors left its Icon share count unchanged in Q2 2026.
Icon made up 0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #397 holding.
Pin Oak Investment Advisors first reported a position in Icon in Q4 2023 and has held it in 11 quarters since.
Pin Oak Investment Advisors's Icon position peaked at $13K in Q1 2024.
421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.