SW
ICLR icon

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 – 626
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 – 472
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 $55.2B AUM 57.07% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

SteelPeak Wealth's ICLR Position: Q1 2025 in Review

SteelPeak Wealth sold out of Icon (ICLR) in Q1 2025, closing a stake of 1,428 shares — an estimated $299K sold.

SteelPeak Wealth first reported a position in ICLR in Q1 2022 and held it in 11 quarters. The position peaked at $1.1M in Q2 2024. 562 funds tracked by Wall St. Rank hold ICLR as of Q1 2025.

  • SteelPeak Wealth reported no remaining Icon position as of Q1 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 1,428 Icon shares in Q1 2025, an estimated $299K.
  • SteelPeak Wealth first reported a position in Icon in Q1 2022 and held it in 11 quarters.
  • SteelPeak Wealth's Icon position peaked at $1.1M in Q2 2024.
  • 562 funds tracked by Wall St. Rank held Icon as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.