Sendero Wealth Management
ICLR icon

Sendero Wealth Management’s Icon ICLR Stock Holding History

Sendero 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
Q3 		$6.83M Sell
40,207
-5,175
-11% -$869K 0.68% 27
2026
Q2 		$7.88M Buy
45,382
+4,902
+12% +$624K 0.78% 22
2026
Q1 		$4.48M Buy
40,480
+19,865
+96% +$2.71M 0.5% 39
2025
Q4 		$3.76M Sell
20,615
-389
-2% -$69.3K 0.42% 50
2025
Q3 		$3.68M Buy
21,004
+4,403
+27% +$737K 0.43% 51
2025
Q2 		$2.41M Buy
+16,601
New +$2.35M 0.3% 63

Other funds holding ICLR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Sendero Wealth Management's ICLR Position: Q3 2026 in Review

Sendero Wealth Management reduced its Icon (ICLR) stake by 11% in Q3 2026, selling an estimated $869K and leaving 40,207 shares worth $6.83M. The position accounts for 0.68% of the portfolio, ranked #27.

Sendero Wealth Management first reported a position in ICLR in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.88M in Q2 2026. 213 funds tracked by Wall St. Rank hold ICLR as of Q3 2026.

  • Sendero Wealth Management held 40,207 shares of Icon worth $6.83M as of Q3 2026.
  • Sendero Wealth Management sold 5,175 Icon shares in Q3 2026, an estimated $869K.
  • Icon made up 0.68% of Sendero Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Sendero Wealth Management first reported a position in Icon in Q2 2025 and has held it in 6 quarters since.
  • Sendero Wealth Management's Icon position peaked at $7.88M in Q2 2026.
  • 213 funds tracked by Wall St. Rank held Icon as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.