Sumitomo Mitsui Trust Group
ICLR icon

Sumitomo Mitsui Trust Group’s Icon ICLR Stock Holding History

Sumitomo Mitsui Trust Group’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 		– Sell
-3,298
Closed -$601K – 1068
2025
Q4 		$601K Buy
3,298
+143
+5% +$25.5K ﹤0.01% 918
2025
Q3 		$552K Sell
3,155
-22,687
-88% -$3.8M ﹤0.01% 927
2025
Q2 		$3.76M Hold
25,842
– – ﹤0.01% 743
2025
Q1 		$4.52M Buy
25,842
+219
+0.9% +$42.5K ﹤0.01% 737
2024
Q4 		$5.37M Sell
25,623
-3,101
-11% -$724K ﹤0.01% 741
2024
Q3 		$8.25M Buy
28,724
+625
+2% +$197K 0.01% 726
2024
Q2 		$8.81M Hold
28,099
– – 0.01% 718
2024
Q1 		$9.44M Sell
28,099
-1,135
-4% -$335K 0.01% 773
2023
Q4 		$8.28M Hold
29,234
– – 0.01% 788
2023
Q3 		$7.2M Sell
29,234
-575
-2% -$145K 0.01% 808
2023
Q2 		$7.46M Buy
29,809
+5,534
+23% +$1.17M 0.01% 810
2023
Q1 		$5.18M Buy
24,275
+91
+0.4% +$20.3K ﹤0.01% 830
2022
Q4 		$4.7M Buy
24,184
+1,291
+6% +$256K ﹤0.01% 850
2022
Q3 		$4.21M Hold
22,893
– – ﹤0.01% 865
2022
Q2 		$4.96M Buy
22,893
+176
+0.8% +$39.5K ﹤0.01% 865
2022
Q1 		$5.53M Buy
+22,717
New +$5.69M ﹤0.01% 843

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

Sumitomo Mitsui Trust Group's ICLR Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group sold out of Icon (ICLR) in Q1 2026, closing a stake of 3,298 shares — an estimated $601K sold.

Sumitomo Mitsui Trust Group first reported a position in ICLR in Q1 2022 and held it in 16 quarters. The position peaked at $9.44M in Q1 2024. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Sumitomo Mitsui Trust Group reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 3,298 Icon shares in Q1 2026, an estimated $601K.
  • Sumitomo Mitsui Trust Group first reported a position in Icon in Q1 2022 and held it in 16 quarters.
  • Sumitomo Mitsui Trust Group's Icon position peaked at $9.44M in Q1 2024.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.