WF
ICLR icon

Welch & Forbes’s Icon ICLR Stock Holding History

Welch & Forbes’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 		$1.5M Buy
8,655
+50
+0.6% +$6.37K 0.02% 203
2026
Q1 		$952K Sell
8,605
-10,105
-54% -$1.38M 0.01% 224
2025
Q4 		$3.41M Sell
18,710
-25
-0.1% -$4.45K 0.04% 148
2025
Q3 		$3.28M Sell
18,735
-5
-0% -$837 0.04% 152
2025
Q2 		$2.73M Sell
18,740
-540
-3% -$76.6K 0.03% 162
2025
Q1 		$3.37M Sell
19,280
-25
-0.1% -$4.85K 0.04% 145
2024
Q4 		$4.05M Sell
19,305
-33
-0.2% -$7.71K 0.05% 140
2024
Q3 		$5.56M Sell
19,338
-300
-2% -$94.6K 0.07% 127
2024
Q2 		$6.35M Sell
19,638
-135
-0.7% -$42.3K 0.08% 116
2024
Q1 		$6.64M Sell
19,773
-250
-1% -$73.7K 0.09% 115
2023
Q4 		$5.67M Hold
20,023
– – 0.09% 124
2023
Q3 		$4.93M Sell
20,023
-6
-0% -$1.51K 0.08% 125
2023
Q2 		$5.01M Buy
20,029
+14
+0.1% +$2.97K 0.08% 129
2023
Q1 		$4.28M Hold
20,015
– – 0.07% 132
2022
Q4 		$3.89M Buy
20,015
+500
+3% +$99.1K 0.07% 135
2022
Q3 		$3.59M Hold
19,515
– – 0.07% 140
2022
Q2 		$4.23M Sell
19,515
-25
-0.1% -$5.61K 0.08% 141
2022
Q1 		$4.75M Sell
19,540
-50
-0.3% -$12.5K 0.07% 141
2021
Q4 		$6.07M Sell
19,590
-100
-0.5% -$28K 0.09% 132
2021
Q3 		$5.16M Hold
19,690
– – 0.09% 138
2021
Q2 		$4.07M Sell
19,690
-275
-1% -$59.3K 0.07% 141
2021
Q1 		$3.92M Hold
19,965
– – 0.07% 140
2020
Q4 		$3.89M Hold
19,965
– – 0.08% 139
2020
Q3 		$3.82M Sell
19,965
-145
-0.7% -$26.7K 0.08% 132
2020
Q2 		$3.39M Sell
20,110
-654
-3% -$103K 0.08% 138
2020
Q1 		$2.82M Sell
20,764
-150
-0.7% -$24K 0.08% 137
2019
Q4 		$3.6M Sell
20,914
-280
-1% -$43.2K 0.08% 141
2019
Q3 		$3.12M Sell
21,194
-16
-0.1% -$2.46K 0.07% 148
2019
Q2 		$3.27M Sell
21,210
-1,540
-7% -$216K 0.08% 147
2019
Q1 		$3.11M Sell
22,750
-31
-0.1% -$4.22K 0.08% 145
2018
Q4 		$2.94M Hold
22,781
– – 0.08% 144
2018
Q3 		$3.5M Sell
22,781
-100
-0.4% -$14.3K 0.08% 146
2018
Q2 		$3.03M Sell
22,881
-369
-2% -$46K 0.08% 145
2018
Q1 		$2.75M Buy
+23,250
New +$2.67M 0.07% 157
2017
Q4 		– Sell
-24,345
Closed -$2.77M – 347
2017
Q3 		$2.77M Sell
24,345
-100
-0.4% -$10.6K 0.07% 150
2017
Q2 		$2.39M Hold
24,445
– – 0.07% 152
2017
Q1 		$1.95M Sell
24,445
-500
-2% -$40.9K 0.06% 166
2016
Q4 		$1.88M Buy
+24,945
New +$1.94M 0.06% 165
2016
Q3 		– Sell
-25,295
Closed -$1.77M – 336
2016
Q2 		$1.77M Sell
25,295
-356
-1% -$24.4K 0.05% 167
2016
Q1 		$1.93M Buy
+25,651
New +$1.8M 0.06% 164
2015
Q4 		– Sell
-27,001
Closed -$1.92M – 336
2015
Q3 		$1.92M Buy
+27,001
New +$2.03M 0.06% 159
2014
Q3 		– Sell
-34,555
Closed -$1.63M – 351
2014
Q2 		$1.63M Hold
34,555
– – 0.05% 175
2014
Q1 		$1.64M Buy
+34,555
New +$1.54M 0.05% 178
2013
Q4 		– Sell
-35,586
Closed -$1.46M – 327
2013
Q3 		$1.46M Sell
35,586
-758
-2% -$29.2K 0.05% 181
2013
Q2 		$1.29M Buy
+36,344
New +$1.2M 0.05% 175

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

Welch & Forbes's ICLR Position: Q2 2026 in Review

Welch & Forbes increased its Icon (ICLR) stake by 0.58% in Q2 2026, buying an estimated $6.37K and bringing the position to 8,655 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #203.

Welch & Forbes first reported a position in ICLR in Q2 2013 and has held it in 45 quarters since. The position peaked at $6.64M in Q1 2024. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Welch & Forbes held 8,655 shares of Icon worth $1.5M as of Q2 2026.
  • Welch & Forbes bought 50 Icon shares in Q2 2026, an estimated $6.37K.
  • Icon made up 0.02% of Welch & Forbes's portfolio in Q2 2026, its #203 holding.
  • Welch & Forbes first reported a position in Icon in Q2 2013 and has held it in 45 quarters since.
  • Welch & Forbes's Icon position peaked at $6.64M in Q1 2024.
  • 421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.