Steward Partners Investment Advisory’s Icon ICLR Stock Holding History

Steward Partners Investment Advisory’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	$206K	Sell	1,187 -236	-17%	-$30K	﹤0.01%	2211
2026 Q1	$157K	Buy	1,423 +915	+180%	+$125K	﹤0.01%	2140
2025 Q4	$92.6K	Sell	508 -70	-12%	-$12.5K	﹤0.01%	2342
2025 Q3	$101K	Sell	578 -6	-1%	-$1K	﹤0.01%	2229
2025 Q2	$84.9K	Sell	584 -74	-11%	-$10.5K	﹤0.01%	2208
2025 Q1	$115K	Sell	658 -70	-10%	-$13.6K	﹤0.01%	1935
2024 Q4	$153K	Sell	728 -277	-28%	-$64.7K	﹤0.01%	1764
2024 Q3	$289K	Sell	1,005 -126	-11%	-$39.7K	﹤0.01%	1352
2024 Q2	$355K	Buy	1,131 +191	+20%	+$59.9K	﹤0.01%	1208
2024 Q1	$316K	Buy	940 +99	+12%	+$29.2K	﹤0.01%	1233
2023 Q4	$238K	Sell	841 -12	-1%	-$3.1K	﹤0.01%	1313
2023 Q3	$210K	Buy	853 +90	+12%	+$22.7K	﹤0.01%	1261
2023 Q2	$191K	Buy	763 +12	+2%	+$2.55K	﹤0.01%	1310
2023 Q1	$160K	Sell	751 -32	-4%	-$7.12K	﹤0.01%	1383
2022 Q4	$152K	Sell	783 -73	-9%	-$14.5K	﹤0.01%	1361
2022 Q3	$157K	Sell	856 -50	-6%	-$10.9K	﹤0.01%	1303
2022 Q2	$196K	Sell	906 -151	-14%	-$33.9K	﹤0.01%	1218
2022 Q1	$257K	Sell	1,057 -364	-26%	-$91.2K	﹤0.01%	1195
2021 Q4	$440K	Buy	1,421 +19	+1%	+$5.32K	0.01%	986
2021 Q3	$367K	Buy	1,402 +493	+54%	+$120K	0.01%	1026
2021 Q2	$188K	Buy	909 +35	+4%	+$7.55K	﹤0.01%	1590
2021 Q1	$172K	Sell	874 -24	-3%	-$4.74K	﹤0.01%	1367
2020 Q4	$175K	Hold	898	–	–	﹤0.01%	1128
2020 Q3	$172K	Buy	898 +24	+3%	+$4.41K	﹤0.01%	998
2020 Q2	$147K	Sell	874 -32	-4%	-$5.04K	﹤0.01%	985
2020 Q1	$123K	Sell	906 -50	-5%	-$8K	﹤0.01%	932
2019 Q4	$164K	Sell	956 -113	-11%	-$17.4K	﹤0.01%	942
2019 Q3	$157K	Sell	1,069 -51	-5%	-$7.83K	0.01%	924
2019 Q2	$172K	Buy	+1,120	New	+$157K	0.01%	864
2018 Q4	–	Sell	-907	Closed	-$139K	–	1398
2018 Q3	$139K	Buy	907 +150	+20%	+$21.5K	0.01%	818
2018 Q2	$100K	Buy	757 +112	+17%	+$14K	0.01%	849
2018 Q1	$76K	Buy	+645	New	+$74K	0.01%	853

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

Steward Partners Investment Advisory's ICLR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Icon (ICLR) stake by 17% in Q2 2026, selling an estimated $30K and leaving 1,187 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

Steward Partners Investment Advisory first reported a position in ICLR in Q1 2018 and has held it in 32 quarters since. The position peaked at $440K in Q4 2021. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

Steward Partners Investment Advisory held 1,187 shares of Icon worth $206K as of Q2 2026.
Steward Partners Investment Advisory sold 236 Icon shares in Q2 2026, an estimated $30K.
Icon made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2211 holding.
Steward Partners Investment Advisory first reported a position in Icon in Q1 2018 and has held it in 32 quarters since.
Steward Partners Investment Advisory's Icon position peaked at $440K in Q4 2021.
422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.