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Wealthspire Advisors (New York)’s Icon ICLR Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-45
Closed -$7.88K – 1900
2025
Q3 		$7.88K Buy
+45
New +$7.53K ﹤0.01% 2137
2021
Q2 		– Sell
-1,273
Closed -$250K – 507
2021
Q1 		$250K Buy
1,273
+195
+18% +$38.5K 0.01% 610
2020
Q4 		$210K Sell
1,078
-115
-10% -$22.5K 0.01% 539
2020
Q3 		$228K Buy
+1,193
New +$219K 0.01% 277

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s ICLR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Icon (ICLR) in Q4 2025, closing a stake of 45 shares — an estimated $7.88K sold.

Wealthspire Advisors (New York) first reported a position in ICLR in Q3 2020 and held it in 4 quarters. The position peaked at $250K in Q1 2021. 514 funds tracked by Wall St. Rank hold ICLR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Icon position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 45 Icon shares in Q4 2025, an estimated $7.88K.
  • Wealthspire Advisors (New York) first reported a position in Icon in Q3 2020 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Icon position peaked at $250K in Q1 2021.
  • 514 funds tracked by Wall St. Rank held Icon as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.