SW
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SteelPeak Wealth’s Icon ICLR Stock Holding History

SteelPeak Wealth’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
Q1 		– Sell
-1,428
Closed -$299K – 627
2024
Q4 		$299K Sell
1,428
-72
-5% -$16.8K 0.01% 417
2024
Q3 		$431K Sell
1,500
-2,000
-57% -$631K 0.02% 338
2024
Q2 		$1.1M Buy
3,500
+1,032
+42% +$323K 0.05% 220
2024
Q1 		$829K Buy
2,468
+1,643
+199% +$484K 0.04% 241
2023
Q4 		$234K Sell
825
-264
-24% -$68.3K 0.01% 367
2023
Q3 		$268K Buy
+1,089
New +$274K 0.02% 344
2023
Q2 		– Sell
-2,426
Closed -$518K – 473
2023
Q1 		$518K Sell
2,426
-522
-18% -$116K 0.04% 237
2022
Q4 		$573K Buy
2,948
+932
+46% +$185K 0.04% 226
2022
Q3 		$371K Sell
2,016
-298
-13% -$64.9K 0.03% 296
2022
Q2 		$501K Sell
2,314
-664
-22% -$149K 0.04% 251
2022
Q1 		$724K Buy
+2,978
New +$746K 0.04% 225

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return