Pinnacle Wealth Management Advisory Group’s Icon ICLR Stock Holding History

Pinnacle Wealth Management Advisory Group’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 Q1	–	Sell	-1,624	Closed	-$296K	–	562
2025 Q4	$296K	Hold	1,624	–	–	0.02%	418
2025 Q3	$284K	Buy	+1,624	New	+$272K	0.02%	327
2025 Q1	–	Sell	-1,059	Closed	-$222K	–	372
2024 Q4	$222K	Hold	1,059	–	–	0.02%	330
2024 Q3	$304K	Hold	1,059	–	–	0.03%	279
2024 Q2	$332K	Hold	1,059	–	–	0.03%	253
2024 Q1	$356K	Hold	1,059	–	–	0.04%	231
2023 Q4	$300K	Hold	1,059	–	–	0.04%	248
2023 Q3	$261K	Sell	1,059 -2	-0.2%	-$504	0.03%	257
2023 Q2	$265K	Buy	1,061 +2	+0.2%	+$425	0.03%	262
2023 Q1	$226K	Buy	1,059 +13	+1%	+$2.89K	0.03%	278
2022 Q4	$203K	Buy	+1,046	New	+$207K	0.03%	277
2022 Q3	–	Sell	-1,000	Closed	-$217K	–	283
2022 Q2	$217K	Hold	1,000	–	–	0.04%	264
2022 Q1	$243K	Hold	1,000	–	–	0.04%	248
2021 Q4	$310K	Hold	1,000	–	–	0.05%	212
2021 Q3	$262K	Hold	1,000	–	–	0.06%	192
2021 Q2	$207K	Buy	+1,000	New	+$216K	0.05%	213

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

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

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's ICLR Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Icon (ICLR) in Q1 2026, closing a stake of 1,624 shares — an estimated $296K sold.

Pinnacle Wealth Management Advisory Group first reported a position in ICLR in Q2 2021 and held it in 16 quarters. The position peaked at $356K in Q1 2024. 417 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

Pinnacle Wealth Management Advisory Group reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 1,624 Icon shares in Q1 2026, an estimated $296K.
Pinnacle Wealth Management Advisory Group first reported a position in Icon in Q2 2021 and held it in 16 quarters.
Pinnacle Wealth Management Advisory Group's Icon position peaked at $356K in Q1 2024.
417 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.