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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 – 698
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
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B 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 $653B AUM 32.41% 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