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 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%	+$1.43K	﹤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 $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

Smartleaf Asset Management held its Icon (ICLR) position steady in Q2 2026 at 13 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2925.

Smartleaf Asset Management first reported a position in ICLR in Q4 2023 and has held it in 11 quarters since. The position peaked at $42K in Q2 2024. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

Smartleaf Asset Management held 13 shares of Icon worth $2.25K as of Q2 2026.
Smartleaf Asset Management left its Icon share count unchanged in Q2 2026.
Icon made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2925 holding.
Smartleaf Asset Management first reported a position in Icon in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's Icon position peaked at $42K in Q2 2024.
422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.