Storgate’s Icon ICLR Stock Holding History

Storgate’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	$1.74M	Buy	10,042 +6,834	+213%	+$870K	0.36%	47
2026 Q1	$355K	Sell	3,208 -319	-9%	-$43.6K	0.28%	103
2025 Q4	$643K	Buy	+3,527	New	+$628K	0.53%	42

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

Storgate's ICLR Position: Q2 2026 in Review

Storgate increased its Icon (ICLR) stake by 213% in Q2 2026, buying an estimated $870K and bringing the position to 10,042 shares worth $1.74M. The position accounts for 0.36% of the portfolio, ranked #47.

Storgate first reported a position in ICLR in Q4 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

Storgate held 10,042 shares of Icon worth $1.74M as of Q2 2026.
Storgate bought 6,834 Icon shares in Q2 2026, an estimated $870K.
Icon made up 0.36% of Storgate's portfolio in Q2 2026, its #47 holding.
Storgate first reported a position in Icon in Q4 2025 and has held it in 3 quarters since.
421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.