TWD
ICLR icon

True Wealth Design’s Icon ICLR Stock Holding History

True Wealth Design’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 		– Sell
-1
Closed -$111 – 2766
2026
Q1 		$111 Sell
1
-2
-67% -$273 ﹤0.01% 2452
2025
Q4 		$547 Buy
3
+2
+200% +$356 ﹤0.01% 1924
2025
Q3 		$175 Hold
1
– – ﹤0.01% 2333
2025
Q2 		$146 Sell
1
-1
-50% -$142 ﹤0.01% 2152
2025
Q1 		$350 Hold
2
– – ﹤0.01% 1712
2024
Q4 		$420 Buy
2
+1
+100% +$234 ﹤0.01% 1122
2024
Q3 		$288 Buy
+1
New +$315 ﹤0.01% 1165
2024
Q2 		– Sell
-1
Closed -$336 – 802
2024
Q1 		$336 Buy
+1
New +$295 ﹤0.01% 695

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

True Wealth Design's ICLR Position: Q2 2026 in Review

True Wealth Design sold out of Icon (ICLR) in Q2 2026, closing a stake of 1 share — an estimated $111 sold.

True Wealth Design first reported a position in ICLR in Q1 2024 and held it in 8 quarters. The position peaked at $547 in Q4 2025. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • True Wealth Design reported no remaining Icon position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 1 Icon share in Q2 2026, an estimated $111.
  • True Wealth Design first reported a position in Icon in Q1 2024 and held it in 8 quarters.
  • True Wealth Design's Icon position peaked at $547 in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.