Wealth Enhancement Advisory Services
ICLR icon

Wealth Enhancement Advisory Services’s Icon ICLR Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$346K Sell
2,065
-168
-8% -$21.4K ﹤0.01% 3063
2026
Q1 		$255K Buy
2,233
+462
+26% +$63.1K ﹤0.01% 2929
2025
Q4 		$362K Buy
1,771
+540
+44% +$96.2K ﹤0.01% 2748
2025
Q3 		$230K Buy
+1,231
New +$206K ﹤0.01% 3006
2025
Q2 		– Sell
-2,212
Closed -$387K – 3433
2025
Q1 		$387K Sell
2,212
-621
-22% -$120K ﹤0.01% 2232
2024
Q4 		$594K Sell
2,833
-306
-10% -$71.5K ﹤0.01% 1861
2024
Q3 		$902K Sell
3,139
-336
-10% -$106K ﹤0.01% 1468
2024
Q2 		$1.09M Sell
3,475
-269
-7% -$84.3K ﹤0.01% 1240
2024
Q1 		$1.26M Buy
3,744
+482
+15% +$142K ﹤0.01% 1132
2023
Q4 		$923K Sell
3,262
-522
-14% -$135K ﹤0.01% 1206
2023
Q3 		$932K Buy
+3,784
New +$954K ﹤0.01% 1134

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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Wealth Enhancement Advisory Services's ICLR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Icon (ICLR) stake by 7.5% in Q2 2026, selling an estimated $21.4K and leaving 2,065 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #3063.

Wealth Enhancement Advisory Services first reported a position in ICLR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q1 2024. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,065 shares of Icon worth $346K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 168 Icon shares in Q2 2026, an estimated $21.4K.
  • Icon made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3063 holding.
  • Wealth Enhancement Advisory Services first reported a position in Icon in Q3 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Icon position peaked at $1.26M in Q1 2024.
  • 422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.