Wealthcare Advisory Partners’s Icon ICLR Stock Holding History

Wealthcare Advisory Partners’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
2025 Q1	–	Sell	-1,098	Closed	-$230K	–	924
2024 Q4	$230K	Sell	1,098 -4,159	-79%	-$971K	0.01%	805
2024 Q3	$1.51M	Sell	5,257 -216	-4%	-$68.1K	0.04%	320
2024 Q2	$1.72M	Buy	5,473 +356	+7%	+$112K	0.05%	261
2024 Q1	$1.72M	Buy	+5,117	New	+$1.51M	0.06%	258
2021 Q2	–	Sell	-77	Closed	-$15K	–	1149
2021 Q1	$15K	Buy	+77	New	+$15.2K	﹤0.01%	1316
2020 Q2	–	Sell	-77	Closed	-$10K	–	808
2020 Q1	$10K	Hold	77	–	–	﹤0.01%	923
2019 Q4	$13K	Hold	77	–	–	﹤0.01%	873
2019 Q3	$11K	Hold	77	–	–	﹤0.01%	894
2019 Q2	$12K	Hold	77	–	–	﹤0.01%	861
2019 Q1	$11K	Hold	77	–	–	﹤0.01%	790
2018 Q4	$10K	Hold	77	–	–	﹤0.01%	782
2018 Q3	$12K	Hold	77	–	–	﹤0.01%	797
2018 Q2	$10K	Hold	77	–	–	﹤0.01%	833
2018 Q1	$9K	Sell	77 -33	-30%	-$3.79K	﹤0.01%	747
2017 Q4	$12K	Buy	110 +33	+43%	+$3.8K	﹤0.01%	632
2017 Q3	$9K	Buy	+77	New	+$8.18K	﹤0.01%	564

Other funds holding ICLR

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wealthcare Advisory Partners's ICLR Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of Icon (ICLR) in Q1 2025, closing a stake of 1,098 shares — an estimated $230K sold.

Wealthcare Advisory Partners first reported a position in ICLR in Q3 2017 and held it in 16 quarters. The position peaked at $1.72M in Q1 2024. 562 funds tracked by Wall St. Rank hold ICLR as of Q1 2025.

Wealthcare Advisory Partners reported no remaining Icon position as of Q1 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,098 Icon shares in Q1 2025, an estimated $230K.
Wealthcare Advisory Partners first reported a position in Icon in Q3 2017 and held it in 16 quarters.
Wealthcare Advisory Partners's Icon position peaked at $1.72M in Q1 2024.
562 funds tracked by Wall St. Rank held Icon as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.