Prestige Wealth Management Group’s Icon ICLR Stock Holding History

Prestige Wealth Management 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 Q2	$1.91K	Hold	11	–	–	﹤0.01%	773
2026 Q1	$1.22K	Hold	11	–	–	﹤0.01%	831
2025 Q4	$2K	Hold	11	–	–	﹤0.01%	762
2025 Q3	$1.93K	Hold	11	–	–	﹤0.01%	753
2025 Q2	$1.6K	Hold	11	–	–	﹤0.01%	780
2025 Q1	$1.93K	Hold	11	–	–	﹤0.01%	747
2024 Q4	$2.31K	Hold	11	–	–	﹤0.01%	752
2024 Q3	$3.16K	Hold	11	–	–	﹤0.01%	687
2024 Q2	$3.45K	Hold	11	–	–	﹤0.01%	622
2024 Q1	$3.7K	Hold	11	–	–	﹤0.01%	639
2023 Q4	$3.11K	Hold	11	–	–	﹤0.01%	677
2023 Q3	$2.71K	Hold	11	–	–	﹤0.01%	687
2023 Q2	$2.75K	Hold	11	–	–	﹤0.01%	706
2023 Q1	$2.35K	Hold	11	–	–	﹤0.01%	720
2022 Q4	$2.14K	Hold	11	–	–	﹤0.01%	816
2022 Q3	$2K	Hold	11	–	–	﹤0.01%	736
2022 Q2	$2K	Hold	11	–	–	﹤0.01%	751
2022 Q1	$3K	Sell	11 -1	-8%	-$251	﹤0.01%	709
2021 Q4	$4K	Hold	12	–	–	﹤0.01%	683
2021 Q3	$3K	Buy	12 +1	+9%	+$243	﹤0.01%	730
2021 Q2	$2K	Hold	11	–	–	﹤0.01%	791
2021 Q1	$2K	Hold	11	–	–	﹤0.01%	783
2020 Q4	$2K	Hold	11	–	–	﹤0.01%	754
2020 Q3	$2K	Hold	11	–	–	﹤0.01%	680
2020 Q2	$2K	Hold	11	–	–	﹤0.01%	672
2020 Q1	$1K	Buy	+11	New	+$1.76K	﹤0.01%	765
2019 Q1	–	Sell	-11	Closed	-$1K	–	796
2018 Q4	$1K	Buy	+11	New	+$1.52K	﹤0.01%	1036

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

Prestige Wealth Management Group's ICLR Position: Q2 2026 in Review

Prestige Wealth Management Group held its Icon (ICLR) position steady in Q2 2026 at 11 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Prestige Wealth Management Group first reported a position in ICLR in Q4 2018 and has held it in 27 quarters since. The position peaked at $4K in Q4 2021. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

Prestige Wealth Management Group held 11 shares of Icon worth $1.91K as of Q2 2026.
Prestige Wealth Management Group left its Icon share count unchanged in Q2 2026.
Icon made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #773 holding.
Prestige Wealth Management Group first reported a position in Icon in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's Icon position peaked at $4K in Q4 2021.
421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.