Transamerica Financial Advisors’s Icon ICLR Stock Holding History

Transamerica Financial Advisors’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	$317K	Sell	1,823 -512	-22%	-$65.2K	0.03%	356
2026 Q1	$258K	Buy	2,335 +1,565	+203%	+$214K	0.02%	365
2025 Q4	$140K	Buy	770 +323	+72%	+$57.5K	0.01%	412
2025 Q3	$78.1K	Buy	447 +446	+44,600%	+$74.6K	0.01%	433
2025 Q2	$4	Hold	1	–	–	﹤0.01%	566
2025 Q1	$1K	Sell	1 -401	-100%	-$77.7K	﹤0.01%	489
2024 Q4	$85K	Sell	402 -34	-8%	-$7.94K	0.01%	277
2024 Q3	$126K	Buy	436 +417	+2,195%	+$131K	0.01%	254
2024 Q2	$6K	Hold	19	–	–	﹤0.01%	335
2024 Q1	$7K	Buy	19 +18	+1,800%	+$5.31K	﹤0.01%	354
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	485
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	510
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	481
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	469
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	527
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	496
2022 Q2	$1K	Buy	+1	New	+$224	﹤0.01%	510

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

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

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

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

Transamerica Financial Advisors's ICLR Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Icon (ICLR) stake by 22% in Q2 2026, selling an estimated $65.2K and leaving 1,823 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #356.

Transamerica Financial Advisors first reported a position in ICLR in Q2 2022 and has held it in 17 quarters since. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

Transamerica Financial Advisors held 1,823 shares of Icon worth $317K as of Q2 2026.
Transamerica Financial Advisors sold 512 Icon shares in Q2 2026, an estimated $65.2K.
Icon made up 0.03% of Transamerica Financial Advisors's portfolio in Q2 2026, its #356 holding.
Transamerica Financial Advisors first reported a position in Icon in Q2 2022 and has held it in 17 quarters since.
422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.