SAM
ICLR icon

Simplify Asset Management’s Icon ICLR Stock Holding History

Simplify Asset 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 		$260K Buy
+1,499
New +$191K ﹤0.01% 130
2026
Q1 		– Sell
-1,555
Closed -$283K – 158
2025
Q4 		$283K Buy
+1,555
New +$277K ﹤0.01% 121

Other funds holding ICLR

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
BDL
Banque de Luxembourg Luxembourg $212M AUM 19.72% 1-Year Est. Return

Simplify Asset Management's ICLR Position: Q2 2026 in Review

Simplify Asset Management opened a new position in Icon (ICLR) in Q2 2026: 1,499 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #130 among its holdings. This is a return to the name: Simplify Asset Management previously reported a position in ICLR as recently as Q4 2025.

Simplify Asset Management first reported a position in ICLR in Q4 2025 and has held it in 2 quarters since. The position peaked at $283K in Q4 2025. 46 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Simplify Asset Management held 1,499 shares of Icon worth $260K as of Q2 2026.
  • Icon was a new Simplify Asset Management position in Q2 2026.
  • Icon made up ﹤0.01% of Simplify Asset Management's portfolio in Q2 2026, its #130 holding.
  • Simplify Asset Management first reported a position in Icon in Q4 2025 and has held it in 2 quarters since.
  • Simplify Asset Management's Icon position peaked at $283K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.