VFO
ICLR icon

Virtus Family Office’s Icon ICLR Stock Holding History

Virtus Family Office’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 		$240K Sell
2,172
-695
-24% -$94.9K 0.21% 67
2025
Q4 		$522K Buy
2,867
+513
+22% +$91.4K 0.45% 47
2025
Q3 		$412K Buy
+2,354
New +$394K 0.39% 43

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Virtus Family Office's ICLR Position: Q1 2026 in Review

Virtus Family Office reduced its Icon (ICLR) stake by 24% in Q1 2026, selling an estimated $94.9K and leaving 2,172 shares worth $240K. The position accounts for 0.21% of the portfolio, ranked #67.

Virtus Family Office first reported a position in ICLR in Q3 2025 and has held it in 3 quarters since. The position peaked at $522K in Q4 2025. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Virtus Family Office held 2,172 shares of Icon worth $240K as of Q1 2026.
  • Virtus Family Office sold 695 Icon shares in Q1 2026, an estimated $94.9K.
  • Icon made up 0.21% of Virtus Family Office's portfolio in Q1 2026, its #67 holding.
  • Virtus Family Office first reported a position in Icon in Q3 2025 and has held it in 3 quarters since.
  • Virtus Family Office's Icon position peaked at $522K in Q4 2025.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Virtus Family Office's 13F filing for Q1 2026, filed 7 May 2026.