Smartleaf Asset Management’s Icon ICLR Stock Holding History

Smartleaf 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 Q1	$1.37K	Sell	13 -76	-85%	-$10.4K	﹤0.01%	3055
2025 Q4	$16.3K	Buy	89 +8	+10%	+$1.43K	﹤0.01%	2144
2025 Q3	$13.2K	Buy	81 +68	+523%	+$11.4K	﹤0.01%	1997
2025 Q2	$1.88K	Hold	13	–	–	﹤0.01%	2357
2025 Q1	$2.33K	Sell	13 -4	-24%	-$775	﹤0.01%	2433
2024 Q4	$3.56K	Sell	17 -93	-85%	-$21.7K	﹤0.01%	2361
2024 Q3	$31.4K	Sell	110 -24	-18%	-$7.57K	﹤0.01%	1096
2024 Q2	$42K	Buy	134 +49	+58%	+$15.4K	0.01%	789
2024 Q1	$28K	Sell	85 -17	-17%	-$5.01K	0.01%	795
2023 Q4	$29.1K	Buy	+102	New	+$26.4K	0.01%	616

Other funds holding ICLR

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Smartleaf Asset Management's ICLR Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Icon (ICLR) stake by 85% in Q1 2026, selling an estimated $10.4K and leaving 13 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #3055.

Smartleaf Asset Management first reported a position in ICLR in Q4 2023 and has held it in 10 quarters since. The position peaked at $42K in Q2 2024. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

Smartleaf Asset Management held 13 shares of Icon worth $1.37K as of Q1 2026.
Smartleaf Asset Management sold 76 Icon shares in Q1 2026, an estimated $10.4K.
Icon made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3055 holding.
Smartleaf Asset Management first reported a position in Icon in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Icon position peaked at $42K in Q2 2024.
415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.