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
Q3 		$351K Buy
2,133
+68
+3% +$11.4K ﹤0.01% 3192
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 $54.9B AUM 27.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Wealth Enhancement Advisory Services's ICLR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Icon (ICLR) stake by 3.3% in Q3 2026, buying an estimated $11.4K and bringing the position to 2,133 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #3192.

Wealth Enhancement Advisory Services first reported a position in ICLR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q1 2024. 325 funds tracked by Wall St. Rank hold ICLR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 2,133 shares of Icon worth $351K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 68 Icon shares in Q3 2026, an estimated $11.4K.
  • Icon made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3192 holding.
  • Wealth Enhancement Advisory Services first reported a position in Icon in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Icon position peaked at $1.26M in Q1 2024.
  • 325 funds tracked by Wall St. Rank held Icon as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.