SWM
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
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

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

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

Sendero Wealth Management increased its Icon (ICLR) stake by 12% in Q2 2026, buying an estimated $624K and bringing the position to 45,382 shares worth $7.88M. The position accounts for 0.78% of the portfolio, ranked #22.

Sendero Wealth Management first reported a position in ICLR in Q2 2025 and has held it in 5 quarters since. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Sendero Wealth Management held 45,382 shares of Icon worth $7.88M as of Q2 2026.
  • Sendero Wealth Management bought 4,902 Icon shares in Q2 2026, an estimated $624K.
  • Icon made up 0.78% of Sendero Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Sendero Wealth Management first reported a position in Icon in Q2 2025 and has held it in 5 quarters since.
  • 422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.