Valley Wealth Managers’s Icon ICLR Stock Holding History

Valley Wealth Managers’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	-21	Closed	-$3.83K	–	348
2025 Q4	$3.83K	Buy	+21	New	+$3.74K	﹤0.01%	313

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Valley Wealth Managers's ICLR Position: Q1 2026 in Review

Valley Wealth Managers sold out of Icon (ICLR) in Q1 2026, closing a stake of 21 shares — an estimated $3.83K sold.

Valley Wealth Managers first reported a position in ICLR in Q4 2025 and held it in 1 quarter. The position peaked at $3.83K in Q4 2025. 417 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

Valley Wealth Managers reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
Valley Wealth Managers sold 21 Icon shares in Q1 2026, an estimated $3.83K.
Valley Wealth Managers first reported a position in Icon in Q4 2025 and held it in 1 quarter.
Valley Wealth Managers's Icon position peaked at $3.83K in Q4 2025.
417 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.