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ICLR icon

Trajan Wealth’s Icon ICLR Stock Holding History

Trajan Wealth’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
Q2 		$247K Buy
+1,424
New +$181K 0.01% 135
2024
Q3 		– Sell
-649
Closed -$203K – 184
2024
Q2 		$203K Sell
649
-50
-7% -$15.7K 0.01% 155
2024
Q1 		$235K Buy
+699
New +$206K 0.02% 160

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Trajan Wealth's ICLR Position: Q2 2026 in Review

Trajan Wealth opened a new position in Icon (ICLR) in Q2 2026: 1,424 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #135 among its holdings. This is a return to the name: Trajan Wealth previously reported a position in ICLR as recently as Q2 2024.

Trajan Wealth first reported a position in ICLR in Q1 2024 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Trajan Wealth held 1,424 shares of Icon worth $247K as of Q2 2026.
  • Icon was a new Trajan Wealth position in Q2 2026.
  • Icon made up 0.01% of Trajan Wealth's portfolio in Q2 2026, its #135 holding.
  • Trajan Wealth first reported a position in Icon in Q1 2024 and has held it in 3 quarters since.
  • 423 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.