SWP
ICLR icon

Strategic Wealth Partners’s Icon ICLR Stock Holding History

Strategic Wealth Partners’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
Q1 		$18.8K Hold
170
– – ﹤0.01% 722
2025
Q4 		$31K Hold
170
– – ﹤0.01% 610
2025
Q3 		$29.8K Hold
170
– – ﹤0.01% 653
2025
Q2 		$24.7K Buy
+170
New +$24.1K ﹤0.01% 616

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Strategic Wealth Partners's ICLR Position: Q1 2026 in Review

Strategic Wealth Partners held its Icon (ICLR) position steady in Q1 2026 at 170 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Strategic Wealth Partners first reported a position in ICLR in Q2 2025 and has held it in 4 quarters since. The position peaked at $31K in Q4 2025. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Strategic Wealth Partners held 170 shares of Icon worth $18.8K as of Q1 2026.
  • Strategic Wealth Partners left its Icon share count unchanged in Q1 2026.
  • Icon made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #722 holding.
  • Strategic Wealth Partners first reported a position in Icon in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Icon position peaked at $31K in Q4 2025.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.