West Paces Advisors’s Icon ICLR Stock Holding History

West Paces Advisors’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	–	Sell	-36	Closed	-$6.25K	–	739
2026 Q2	$6.25K	Buy	+36	New	+$4.58K	﹤0.01%	430
2025 Q2	–	Sell	-36	Closed	-$6.3K	–	363
2025 Q1	$6.3K	Hold	36	–	–	﹤0.01%	371
2024 Q4	$7.55K	Hold	36	–	–	﹤0.01%	366
2024 Q3	$10.3K	Hold	36	–	–	﹤0.01%	351
2024 Q2	$11.3K	Hold	36	–	–	﹤0.01%	338
2024 Q1	$12.1K	Sell	36 -46	-56%	-$13.6K	﹤0.01%	346
2023 Q4	$23.2K	Buy	82 +46	+128%	+$11.9K	0.01%	287
2023 Q3	$8.87K	Hold	36	–	–	﹤0.01%	357
2023 Q2	$9.01K	Hold	36	–	–	﹤0.01%	378
2023 Q1	$7.69K	Sell	36 -23	-39%	-$5.12K	﹤0.01%	387
2022 Q4	$11.5K	Hold	59	–	–	﹤0.01%	345
2022 Q3	$10.8K	Hold	59	–	–	﹤0.01%	338
2022 Q2	$12.8K	Sell	59 -21	-26%	-$4.71K	﹤0.01%	343
2022 Q1	$19.5K	Hold	80	–	–	0.01%	317
2021 Q4	$24.8K	Buy	80 +23	+40%	+$6.43K	0.01%	292
2021 Q3	$14.9K	Hold	57	–	–	0.01%	321
2021 Q2	$11.8K	Buy	57 +21	+58%	+$4.53K	﹤0.01%	344
2021 Q1	$7.07K	Hold	36	–	–	﹤0.01%	365
2020 Q4	$7.02K	Hold	36	–	–	﹤0.01%	341
2020 Q3	$6.88K	Hold	36	–	–	﹤0.01%	334
2020 Q2	$6.07K	Hold	36	–	–	﹤0.01%	356
2020 Q1	$4.9K	Hold	36	–	–	﹤0.01%	366
2019 Q4	$6.2K	Hold	36	–	–	﹤0.01%	390
2019 Q3	$5.3K	Hold	36	–	–	﹤0.01%	381
2019 Q2	$5.54K	Hold	36	–	–	﹤0.01%	372
2019 Q1	$4.92K	Hold	36	–	–	﹤0.01%	383
2018 Q4	$4.65K	Hold	36	–	–	﹤0.01%	384
2018 Q3	$5.54K	Hold	36	–	–	﹤0.01%	374
2018 Q2	$4.77K	Hold	36	–	–	﹤0.01%	389
2018 Q1	$4.25K	Hold	36	–	–	﹤0.01%	375
2017 Q4	$4.04K	Buy	+36	New	+$4.15K	﹤0.01%	397

Other funds holding ICLR

ERP

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

BDL

Banque de Luxembourg Luxembourg $224M AUM 19.18% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

West Paces Advisors's ICLR Position: Q3 2026 in Review

West Paces Advisors sold out of Icon (ICLR) in Q3 2026, closing a stake of 36 shares — an estimated $6.25K sold.

West Paces Advisors first reported a position in ICLR in Q4 2017 and held it in 31 quarters. The position peaked at $24.8K in Q4 2021. 27 funds tracked by Wall St. Rank hold ICLR as of Q3 2026.

West Paces Advisors reported no remaining Icon position as of Q3 2026 after selling out during the quarter.
West Paces Advisors sold 36 Icon shares in Q3 2026, an estimated $6.25K.
West Paces Advisors first reported a position in Icon in Q4 2017 and held it in 31 quarters.
West Paces Advisors's Icon position peaked at $24.8K in Q4 2021.
27 funds tracked by Wall St. Rank held Icon as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.