PWPS
ICLR icon

Pinnacle Wealth Planning Services’s Icon ICLR Stock Holding History

Pinnacle Wealth Planning Services’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 		$885 Hold
8
– – ﹤0.01% 2571
2025
Q4 		$1.46K Buy
+8
New +$1.43K ﹤0.01% 2541
2025
Q2 		– Sell
-1,657
Closed -$290K – 469
2025
Q1 		$290K Buy
1,657
+132
+9% +$25.6K 0.04% 271
2024
Q4 		$320K Buy
1,525
+24
+2% +$5.6K 0.05% 240
2024
Q3 		$431K Sell
1,501
-39
-3% -$12.3K 0.06% 216
2024
Q2 		$483K Buy
1,540
+25
+2% +$7.83K 0.07% 187
2024
Q1 		$509K Buy
1,515
+6
+0.4% +$1.77K 0.07% 187
2023
Q4 		$427K Buy
1,509
+13
+0.9% +$3.36K 0.07% 197
2023
Q3 		$368K Buy
1,496
+403
+37% +$102K 0.06% 209
2023
Q2 		$273K Sell
1,093
-169
-13% -$35.9K 0.04% 285
2023
Q1 		$270K Buy
1,262
+16
+1% +$3.56K 0.04% 293
2022
Q4 		$242K Buy
1,246
+13
+1% +$2.58K 0.04% 307
2022
Q3 		$226K Buy
1,233
+11
+0.9% +$2.39K 0.04% 298
2022
Q2 		$265K Sell
1,222
-13
-1% -$2.92K 0.05% 273
2022
Q1 		$300K Buy
1,235
+3
+0.2% +$752 0.05% 272
2021
Q4 		$382K Buy
1,232
+16
+1% +$4.48K 0.07% 214
2021
Q3 		$319K Buy
1,216
+210
+21% +$51K 0.07% 231
2021
Q2 		$208K Buy
+1,006
New +$217K 0.05% 312
2021
Q1 		– Sell
-912
Closed -$178K – 1091
2020
Q4 		$178K Buy
+912
New +$178K 0.04% 311

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Pinnacle Wealth Planning Services's ICLR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Icon (ICLR) position steady in Q1 2026 at 8 shares worth $885. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

Pinnacle Wealth Planning Services first reported a position in ICLR in Q4 2020 and has held it in 19 quarters since. The position peaked at $509K in Q1 2024. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 8 shares of Icon worth $885 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Icon share count unchanged in Q1 2026.
  • Icon made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2571 holding.
  • Pinnacle Wealth Planning Services first reported a position in Icon in Q4 2020 and has held it in 19 quarters since.
  • Pinnacle Wealth Planning Services's Icon position peaked at $509K in Q1 2024.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.