SFS
ICLR icon

Sowell Financial Services’s Icon ICLR Stock Holding History

Sowell Financial Services’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
2025
Q2 		– Sell
-3,182
Closed -$557K – 1068
2025
Q1 		$557K Buy
+3,182
New +$617K 0.03% 556
2021
Q2 		– Sell
-390
Closed -$87K – 1526
2021
Q1 		$87K Buy
390
+135
+53% +$26.7K ﹤0.01% 1422
2020
Q4 		$50K Buy
255
+109
+75% +$21.3K ﹤0.01% 1401
2020
Q3 		$28K Sell
146
-16
-10% -$2.94K ﹤0.01% 1411
2020
Q2 		$27K Sell
162
-303
-65% -$47.7K ﹤0.01% 1365
2020
Q1 		$63K Buy
465
+343
+281% +$54.9K ﹤0.01% 974
2019
Q4 		$21K Buy
+122
New +$18.8K ﹤0.01% 1421

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Sowell Financial Services's ICLR Position: Q2 2025 in Review

Sowell Financial Services sold out of Icon (ICLR) in Q2 2025, closing a stake of 3,182 shares — an estimated $557K sold.

Sowell Financial Services first reported a position in ICLR in Q4 2019 and held it in 7 quarters. The position peaked at $557K in Q1 2025. 489 funds tracked by Wall St. Rank hold ICLR as of Q2 2025.

  • Sowell Financial Services reported no remaining Icon position as of Q2 2025 after selling out during the quarter.
  • Sowell Financial Services sold 3,182 Icon shares in Q2 2025, an estimated $557K.
  • Sowell Financial Services first reported a position in Icon in Q4 2019 and held it in 7 quarters.
  • Sowell Financial Services's Icon position peaked at $557K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Icon as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.