RFP
ICLR icon

Root Financial Partners’s Icon ICLR Stock Holding History

Root Financial Partners’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 		$2.88K Sell
26
-33
-56% -$4.51K ﹤0.01% 2169
2025
Q4 		$10.8K Buy
59
+48
+436% +$8.55K ﹤0.01% 1466
2025
Q3 		$1.93K Buy
+11
New +$1.84K ﹤0.01% 1963

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

Root Financial Partners's ICLR Position: Q1 2026 in Review

Root Financial Partners reduced its Icon (ICLR) stake by 56% in Q1 2026, selling an estimated $4.51K and leaving 26 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

Root Financial Partners first reported a position in ICLR in Q3 2025 and has held it in 3 quarters since. The position peaked at $10.8K in Q4 2025. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Root Financial Partners held 26 shares of Icon worth $2.88K as of Q1 2026.
  • Root Financial Partners sold 33 Icon shares in Q1 2026, an estimated $4.51K.
  • Icon made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2169 holding.
  • Root Financial Partners first reported a position in Icon in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Icon position peaked at $10.8K in Q4 2025.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.