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
Q2 		– Sell
-26
Closed -$2.88K – 1707
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 $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

Root Financial Partners's ICLR Position: Q2 2026 in Review

Root Financial Partners sold out of Icon (ICLR) in Q2 2026, closing a stake of 26 shares — an estimated $2.88K sold.

Root Financial Partners first reported a position in ICLR in Q3 2025 and held it in 3 quarters. The position peaked at $10.8K in Q4 2025. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Root Financial Partners reported no remaining Icon position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 26 Icon shares in Q2 2026, an estimated $2.88K.
  • Root Financial Partners first reported a position in Icon in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Icon position peaked at $10.8K in Q4 2025.
  • 422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.