Waverly Advisors’s Icon ICLR Stock Holding History

Waverly 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	-1,156	Closed	-$211K	–	1648
2025 Q4	$211K	Buy	+1,156	New	+$206K	﹤0.01%	1372

Other funds holding ICLR

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Waverly Advisors's ICLR Position: Q1 2026 in Review

Waverly Advisors sold out of Icon (ICLR) in Q1 2026, closing a stake of 1,156 shares — an estimated $211K sold.

Waverly Advisors first reported a position in ICLR in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

Waverly Advisors reported no remaining Icon position as of Q1 2026 after selling out during the quarter.
Waverly Advisors sold 1,156 Icon shares in Q1 2026, an estimated $211K.
Waverly Advisors first reported a position in Icon in Q4 2025 and held it in 1 quarter.
Waverly Advisors's Icon position peaked at $211K in Q4 2025.
415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

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