Resonant Capital Advisors’s Icon ICLR Stock Holding History

Resonant Capital 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 Q1	–	Sell	-1,293	Closed	-$236K	–	506
2025 Q4	$236K	Sell	1,293 -21	-2%	-$3.74K	0.01%	390
2025 Q3	$230K	Buy	+1,314	New	+$220K	0.01%	392
2025 Q1	–	Sell	-958	Closed	-$201K	–	376
2024 Q4	$201K	Sell	958 -8	-0.8%	-$1.87K	0.01%	339
2024 Q3	$278K	Hold	966	–	–	0.02%	296
2024 Q2	$303K	Buy	966 +2	+0.2%	+$627	0.02%	265
2024 Q1	$324K	Buy	964 +3	+0.3%	+$884	0.03%	257
2023 Q4	$272K	Sell	961 -82	-8%	-$21.2K	0.03%	248
2023 Q3	$257K	Hold	1,043	–	–	0.03%	235
2023 Q2	$261K	Hold	1,043	–	–	0.03%	224
2023 Q1	$223K	Hold	1,043	–	–	0.03%	232
2022 Q4	$203K	Sell	1,043 -74	-7%	-$14.7K	0.03%	252
2022 Q3	$205K	Hold	1,117	–	–	0.03%	216
2022 Q2	$242K	Buy	1,117 +300	+37%	+$67.3K	0.04%	210
2022 Q1	$201K	Sell	817 -292	-26%	-$73.2K	0.03%	221
2021 Q4	$344K	Hold	1,109	–	–	0.05%	161
2021 Q3	$291K	Buy	+1,109	New	+$270K	0.05%	163

Other funds holding ICLR

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

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

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

Resonant Capital Advisors's ICLR Position: Q1 2026 in Review

Resonant Capital Advisors sold out of Icon (ICLR) in Q1 2026, closing a stake of 1,293 shares — an estimated $236K sold.

Resonant Capital Advisors first reported a position in ICLR in Q3 2021 and held it in 16 quarters. The position peaked at $344K in Q4 2021. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

Resonant Capital Advisors reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
Resonant Capital Advisors sold 1,293 Icon shares in Q1 2026, an estimated $236K.
Resonant Capital Advisors first reported a position in Icon in Q3 2021 and held it in 16 quarters.
Resonant Capital Advisors's Icon position peaked at $344K in Q4 2021.
415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.