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 Q3	$7.84K	Buy	46 +33	+254%	+$5.54K	﹤0.01%	2536
2026 Q2	$2.25K	Hold	13	–	–	﹤0.01%	2925
2026 Q1	$1.37K	Sell	13 -76	-85%	-$10.4K	﹤0.01%	3055
2025 Q4	$16.3K	Buy	89 +8	+10%	+$1.42K	﹤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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Smartleaf Asset Management's ICLR Position: Q3 2026 in Review

Smartleaf Asset Management increased its Icon (ICLR) stake by 254% in Q3 2026, buying an estimated $5.54K and bringing the position to 46 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

Smartleaf Asset Management first reported a position in ICLR in Q4 2023 and has held it in 12 quarters since. The position peaked at $42K in Q2 2024. 213 funds tracked by Wall St. Rank hold ICLR as of Q3 2026.

Smartleaf Asset Management held 46 shares of Icon worth $7.84K as of Q3 2026.
Smartleaf Asset Management bought 33 Icon shares in Q3 2026, an estimated $5.54K.
Icon made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2536 holding.
Smartleaf Asset Management first reported a position in Icon in Q4 2023 and has held it in 12 quarters since.
Smartleaf Asset Management's Icon position peaked at $42K in Q2 2024.
213 funds tracked by Wall St. Rank held Icon as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.