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
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 $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

Sendero Wealth Management's ICLR Position: Q1 2026 in Review

Sendero Wealth Management increased its Icon (ICLR) stake by 96% in Q1 2026, buying an estimated $2.71M and bringing the position to 40,480 shares worth $4.48M. The position accounts for 0.5% of the portfolio, ranked #39.

Sendero Wealth Management first reported a position in ICLR in Q2 2025 and has held it in 4 quarters since. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Sendero Wealth Management held 40,480 shares of Icon worth $4.48M as of Q1 2026.
  • Sendero Wealth Management bought 19,865 Icon shares in Q1 2026, an estimated $2.71M.
  • Icon made up 0.5% of Sendero Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Sendero Wealth Management first reported a position in Icon in Q2 2025 and has held it in 4 quarters since.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.