RWM
ICLR icon

Rialto Wealth Management’s Icon ICLR Stock Holding History

Rialto Wealth Management’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 		$869 Buy
+5
New +$637 ﹤0.01% 1439
2026
Q1 		– Sell
-2
Closed -$365 – 1766
2025
Q4 		$365 Buy
+2
New +$356 ﹤0.01% 1380

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
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

Rialto Wealth Management's ICLR Position: Q2 2026 in Review

Rialto Wealth Management opened a new position in Icon (ICLR) in Q2 2026: 5 shares worth $869. The stake represents ﹤0.01% of the portfolio and ranks #1439 among its holdings. This is a return to the name: Rialto Wealth Management previously reported a position in ICLR as recently as Q4 2025.

Rialto Wealth Management first reported a position in ICLR in Q4 2025 and has held it in 2 quarters since. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Rialto Wealth Management held 5 shares of Icon worth $869 as of Q2 2026.
  • Icon was a new Rialto Wealth Management position in Q2 2026.
  • Icon made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1439 holding.
  • Rialto Wealth Management first reported a position in Icon in Q4 2025 and has held it in 2 quarters since.
  • 421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.