Truvestments Capital’s Icon ICLR Stock Holding History

Truvestments Capital’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
2025 Q3	–	Sell	-16	Closed	-$2.33K	–	1094
2025 Q2	$2.33K	Hold	16	–	–	﹤0.01%	825
2025 Q1	$2.8K	Hold	16	–	–	﹤0.01%	824
2024 Q4	$3.35K	Hold	16	–	–	﹤0.01%	756
2024 Q3	$4.6K	Buy	+16	New	+$5.04K	﹤0.01%	698
2024 Q2	–	Sell	-26	Closed	-$8.73K	–	437
2024 Q1	$8.73K	Hold	26	–	–	﹤0.01%	507
2023 Q4	$7.36K	Hold	26	–	–	﹤0.01%	544
2023 Q3	$6.4K	Hold	26	–	–	﹤0.01%	487
2023 Q2	$6.5K	Hold	26	–	–	﹤0.01%	501
2023 Q1	$5.55K	Buy	26 +16	+160%	+$3.56K	﹤0.01%	497
2022 Q4	$1.94K	Hold	10	–	–	﹤0.01%	726
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	555
2022 Q2	$2K	Buy	+10	New	+$2.24K	﹤0.01%	561

Other funds holding ICLR

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 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