SSG
ICLR icon

Summit Securities Group’s Icon ICLR Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-115
Closed -$16.7K – 1185
2025
Q2 		$16.7K Buy
+115
New +$16.3K ﹤0.01% 768
2024
Q4 		– Sell
-1
Closed – – 759
2024
Q3 		$0 Buy
+1
New +$315 ﹤0.01% 711
2014
Q2 		– Sell
-98
Closed -$5K – 613
2014
Q1 		$5K Buy
+98
New +$4.37K ﹤0.01% 313

Other funds holding ICLR

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Securities Group's ICLR Position: Q3 2025 in Review

Summit Securities Group sold out of Icon (ICLR) in Q3 2025, closing a stake of 115 shares — an estimated $16.7K sold.

Summit Securities Group first reported a position in ICLR in Q1 2014 and held it in 3 quarters. The position peaked at $16.7K in Q2 2025. 514 funds tracked by Wall St. Rank hold ICLR as of Q3 2025.

  • Summit Securities Group reported no remaining Icon position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 115 Icon shares in Q3 2025, an estimated $16.7K.
  • Summit Securities Group first reported a position in Icon in Q1 2014 and held it in 3 quarters.
  • Summit Securities Group's Icon position peaked at $16.7K in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Icon as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.