RDFA
ICLR icon

Ritter Daniher Financial Advisory’s Icon ICLR Stock Holding History

Ritter Daniher Financial Advisory’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 		$64.4K Hold
371
– – 0.01% 257
2026
Q1 		$41.1K Hold
371
– – 0.01% 286
2025
Q4 		$67.6K Hold
371
– – 0.01% 244
2025
Q3 		$64.9K Hold
371
– – 0.01% 213
2025
Q2 		$54K Hold
371
– – 0.01% 170
2025
Q1 		$64.9K Sell
371
-124
-25% -$24K 0.02% 144
2024
Q4 		$104K Hold
495
– – 0.03% 112
2024
Q3 		$142K Buy
+495
New +$156K 0.04% 100

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

Ritter Daniher Financial Advisory's ICLR Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Icon (ICLR) position steady in Q2 2026 at 371 shares worth $64.4K. The position accounts for 0.01% of the portfolio, ranked #257.

Ritter Daniher Financial Advisory first reported a position in ICLR in Q3 2024 and has held it in 8 quarters since. The position peaked at $142K in Q3 2024. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Ritter Daniher Financial Advisory held 371 shares of Icon worth $64.4K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its Icon share count unchanged in Q2 2026.
  • Icon made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #257 holding.
  • Ritter Daniher Financial Advisory first reported a position in Icon in Q3 2024 and has held it in 8 quarters since.
  • Ritter Daniher Financial Advisory's Icon position peaked at $142K in Q3 2024.
  • 421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.