UCFA
ICLR icon

United Capital Financial Advisors’s Icon ICLR Stock Holding History

United Capital 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
Q1 		– Sell
-1,258
Closed -$229K – 1654
2025
Q4 		$229K Buy
+1,258
New +$224K ﹤0.01% 1274
2025
Q2 		– Sell
-1,237
Closed -$216K – 1116
2025
Q1 		$216K Sell
1,237
-151
-11% -$29.3K ﹤0.01% 988
2024
Q4 		$291K Sell
1,388
-163
-11% -$38.1K ﹤0.01% 893
2024
Q3 		$446K Sell
1,551
-133
-8% -$41.9K ﹤0.01% 751
2024
Q2 		$528K Sell
1,684
-122
-7% -$38.2K ﹤0.01% 700
2024
Q1 		$607K Sell
1,806
-169
-9% -$49.8K 0.01% 687
2023
Q4 		$559K Buy
1,975
+783
+66% +$203K ﹤0.01% 695
2023
Q3 		$294K Sell
1,192
-1,498
-56% -$378K ﹤0.01% 729
2023
Q2 		$673K Sell
2,690
-509
-16% -$108K ﹤0.01% 635
2023
Q1 		$683K Sell
3,199
-1,334
-29% -$297K ﹤0.01% 664
2022
Q4 		$881K Sell
4,533
-35,971
-89% -$7.13M ﹤0.01% 640
2022
Q3 		$7.44M Sell
40,504
-4,524
-10% -$985K 0.04% 275
2022
Q2 		$9.76M Buy
45,028
+1,091
+2% +$245K 0.05% 262
2022
Q1 		$10.7M Buy
43,937
+2,491
+6% +$624K 0.05% 268
2021
Q4 		$12.8M Sell
41,446
-2,849
-6% -$797K 0.06% 254
2021
Q3 		$11.6M Sell
44,295
-373
-0.8% -$90.7K 0.06% 258
2021
Q2 		$9.23M Buy
44,668
+1,503
+3% +$324K 0.05% 285
2021
Q1 		$8.48M Sell
43,165
-1,511
-3% -$298K 0.05% 277
2020
Q4 		$8.71M Sell
44,676
-2,491
-5% -$487K 0.05% 272
2020
Q3 		$9.01M Sell
47,167
-12,027
-20% -$2.21M 0.06% 264
2020
Q2 		$9.97M Sell
59,194
-2,817
-5% -$444K 0.07% 250
2020
Q1 		$8.43M Sell
62,011
-4,247
-6% -$680K 0.07% 261
2019
Q4 		$11.4M Buy
66,258
+2,042
+3% +$315K 0.07% 291
2019
Q3 		$9.46M Sell
64,216
-7,193
-10% -$1.1M 0.07% 297
2019
Q2 		$11M Buy
71,409
+4,863
+7% +$682K 0.07% 281
2019
Q1 		$9.09M Sell
66,546
-195
-0.3% -$26.6K 0.06% 308
2018
Q4 		$8.62M Sell
66,741
-6,440
-9% -$889K 0.07% 276
2018
Q3 		$11.3M Sell
73,181
-3,217
-4% -$461K 0.08% 274
2018
Q2 		$10.1M Buy
76,398
+670
+0.9% +$83.5K 0.08% 298
2018
Q1 		$8.95M Buy
75,728
+4,962
+7% +$569K 0.07% 315
2017
Q4 		$7.94M Buy
70,766
+5,779
+9% +$666K 0.06% 331
2017
Q3 		$7.4M Buy
64,987
+2,166
+3% +$230K 0.06% 328
2017
Q2 		$6.14M Buy
62,821
+3,390
+6% +$300K 0.06% 345
2017
Q1 		$4.74M Buy
59,431
+3,496
+6% +$286K 0.04% 371
2016
Q4 		$4.21M Buy
55,935
+2,608
+5% +$203K 0.04% 400
2016
Q3 		$4.13M Buy
53,327
+5,492
+11% +$413K 0.04% 418
2016
Q2 		$3.35M Buy
47,835
+40,981
+598% +$2.81M 0.03% 445
2016
Q1 		$515K Buy
+6,854
New +$480K 0.01% 872

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

United Capital Financial Advisors's ICLR Position: Q1 2026 in Review

United Capital Financial Advisors sold out of Icon (ICLR) in Q1 2026, closing a stake of 1,258 shares — an estimated $229K sold.

United Capital Financial Advisors first reported a position in ICLR in Q1 2016 and held it in 38 quarters. The position peaked at $12.8M in Q4 2021. 417 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • United Capital Financial Advisors reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,258 Icon shares in Q1 2026, an estimated $229K.
  • United Capital Financial Advisors first reported a position in Icon in Q1 2016 and held it in 38 quarters.
  • United Capital Financial Advisors's Icon position peaked at $12.8M in Q4 2021.
  • 417 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.