SWM
ICLR icon

Spire Wealth Management’s Icon ICLR Stock Holding History

Spire Wealth 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 		$106K Sell
613
-100
-14% -$12.7K ﹤0.01% 959
2026
Q1 		$78.9K Buy
713
+35
+5% +$4.78K ﹤0.01% 1040
2025
Q4 		$124K Hold
678
– – ﹤0.01% 928
2025
Q3 		$119K Buy
678
+62
+10% +$10.4K ﹤0.01% 934
2025
Q2 		$89.6K Sell
616
-39
-6% -$5.53K ﹤0.01% 1017
2025
Q1 		$115K Buy
655
+12
+2% +$2.33K ﹤0.01% 987
2024
Q4 		$135K Buy
643
+112
+21% +$26.2K ﹤0.01% 937
2024
Q3 		$153K Sell
531
-101
-16% -$31.8K 0.01% 801
2024
Q2 		$198K Buy
632
+100
+19% +$31.3K 0.01% 719
2024
Q1 		$179K Sell
532
-100
-16% -$29.5K ﹤0.01% 797
2023
Q4 		$164K Hold
632
– – 0.01% 821
2023
Q3 		$156K Sell
632
-3
-0.5% -$756 0.01% 792
2023
Q2 		$159K Hold
635
– – 0.01% 797
2023
Q1 		$136K Buy
635
+119
+23% +$26.5K 0.01% 864
2022
Q4 		$100K Hold
516
– – 0.01% 742
2022
Q3 		$95K Sell
516
-119
-19% -$25.9K 0.01% 724
2022
Q2 		$138K Sell
635
-81
-11% -$18.2K 0.01% 901
2022
Q1 		$174K Sell
716
-9
-1% -$2.25K ﹤0.01% 948
2021
Q4 		$225K Buy
725
+9
+1% +$2.52K 0.01% 1044
2021
Q3 		$188K Hold
716
– – 0.01% 951
2021
Q2 		$148K Sell
716
-39
-5% -$8.42K ﹤0.01% 1049
2021
Q1 		$148K Buy
+755
New +$149K ﹤0.01% 1198

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
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

Spire Wealth Management's ICLR Position: Q2 2026 in Review

Spire Wealth Management reduced its Icon (ICLR) stake by 14% in Q2 2026, selling an estimated $12.7K and leaving 613 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Spire Wealth Management first reported a position in ICLR in Q1 2021 and has held it in 22 quarters since. The position peaked at $225K in Q4 2021. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Spire Wealth Management held 613 shares of Icon worth $106K as of Q2 2026.
  • Spire Wealth Management sold 100 Icon shares in Q2 2026, an estimated $12.7K.
  • Icon made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #959 holding.
  • Spire Wealth Management first reported a position in Icon in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Icon position peaked at $225K in Q4 2021.
  • 422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.