Toth Financial Advisory’s Icon ICLR Stock Holding History

Toth Financial 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 Q1	–	Sell	-150	Closed	-$27.3K	–	978
2025 Q4	$27.3K	Buy	+150	New	+$26.7K	﹤0.01%	436
2021 Q1	–	Sell	-400	Closed	-$78K	–	693
2020 Q4	$78K	Hold	400	–	–	0.01%	230
2020 Q3	$76K	Hold	400	–	–	0.01%	218
2020 Q2	$67K	Hold	400	–	–	0.01%	208
2020 Q1	$54K	Hold	400	–	–	0.02%	176
2019 Q4	$69K	Hold	400	–	–	0.01%	197
2019 Q3	$59K	Hold	400	–	–	0.01%	221
2019 Q2	$62K	Hold	400	–	–	0.01%	210
2019 Q1	$55K	Hold	400	–	–	0.01%	209
2018 Q4	$52K	Hold	400	–	–	0.01%	180
2018 Q3	$62K	Hold	400	–	–	0.01%	197
2018 Q2	$53K	Hold	400	–	–	0.01%	209
2018 Q1	$47K	Sell	400 -1,000	-71%	-$115K	0.01%	216
2017 Q4	$157K	Buy	+1,400	New	+$161K	0.04%	156
2017 Q3	–	Sell	-8,930	Closed	-$873K	–	138
2017 Q2	$873K	Hold	8,930	–	–	0.23%	91
2017 Q1	$712K	Buy	8,930 +1,000	+13%	+$81.9K	0.19%	99
2016 Q4	$596K	Buy	7,930 +400	+5%	+$31.1K	0.17%	106
2016 Q3	$583K	Buy	+7,530	New	+$566K	0.17%	101

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Toth Financial Advisory's ICLR Position: Q1 2026 in Review

Toth Financial Advisory sold out of Icon (ICLR) in Q1 2026, closing a stake of 150 shares — an estimated $27.3K sold.

Toth Financial Advisory first reported a position in ICLR in Q3 2016 and held it in 18 quarters. The position peaked at $873K in Q2 2017. 417 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

Toth Financial Advisory reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
Toth Financial Advisory sold 150 Icon shares in Q1 2026, an estimated $27.3K.
Toth Financial Advisory first reported a position in Icon in Q3 2016 and held it in 18 quarters.
Toth Financial Advisory's Icon position peaked at $873K in Q2 2017.
417 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.