PWG
ICLR icon

Portside Wealth Group’s Icon ICLR Stock Holding History

Portside Wealth 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
-1,720
Closed -$313K – 493
2025
Q4 		$313K Sell
1,720
-259
-13% -$46.1K 0.04% 353
2025
Q3 		$346K Buy
1,979
+163
+9% +$27.3K 0.05% 337
2025
Q2 		$264K Buy
1,816
+193
+12% +$27.4K 0.04% 381
2025
Q1 		$284K Sell
1,623
-793
-33% -$154K 0.05% 351
2024
Q4 		$507K Sell
2,416
-1,818
-43% -$425K 0.08% 225
2024
Q3 		$1.22M Buy
4,234
+325
+8% +$102K 0.21% 114
2024
Q2 		$1.23M Buy
3,909
+254
+7% +$79.6K 0.23% 104
2024
Q1 		$1.23M Buy
3,655
+651
+22% +$192K 0.23% 106
2023
Q4 		$850K Buy
3,004
+78
+3% +$20.2K 0.16% 144
2023
Q3 		$719K Buy
2,926
+62
+2% +$15.6K 0.14% 154
2023
Q2 		$717K Buy
+2,864
New +$608K 0.13% 158

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

Portside Wealth Group's ICLR Position: Q1 2026 in Review

Portside Wealth Group sold out of Icon (ICLR) in Q1 2026, closing a stake of 1,720 shares — an estimated $313K sold.

Portside Wealth Group first reported a position in ICLR in Q2 2023 and held it in 11 quarters. The position peaked at $1.23M in Q1 2024. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Portside Wealth Group reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
  • Portside Wealth Group sold 1,720 Icon shares in Q1 2026, an estimated $313K.
  • Portside Wealth Group first reported a position in Icon in Q2 2023 and held it in 11 quarters.
  • Portside Wealth Group's Icon position peaked at $1.23M in Q1 2024.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Portside Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.