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ICLR icon

Westover Capital Advisors’s Icon ICLR Stock Holding History

Westover Capital 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
Q1 		$734K Sell
6,628
-811
-11% -$111K 0.14% 116
2025
Q4 		$1.36M Sell
7,439
-101
-1% -$18K 0.25% 80
2025
Q3 		$1.32M Sell
7,540
-114
-1% -$19.1K 0.24% 81
2025
Q2 		$1.11M Sell
7,654
-517
-6% -$73.3K 0.22% 89
2025
Q1 		$1.43M Sell
8,171
-6,722
-45% -$1.3M 0.32% 71
2024
Q4 		$3.12M Sell
14,893
-622
-4% -$145K 0.69% 35
2024
Q3 		$4.46M Sell
15,515
-60
-0.4% -$18.9K 0.86% 26
2024
Q2 		$4.88M Sell
15,575
-198
-1% -$62.1K 1.26% 20
2024
Q1 		$5.3M Sell
15,773
-280
-2% -$82.5K 1.55% 17
2023
Q4 		$4.54M Buy
16,053
+68
+0.4% +$17.6K 1.48% 18
2023
Q3 		$3.94M Sell
15,985
-102
-0.6% -$25.7K 1.43% 19
2023
Q2 		$4.02M Sell
16,087
-1,612
-9% -$342K 1.4% 21
2023
Q1 		$3.78M Sell
17,699
-28
-0.2% -$6.23K 1.4% 20
2022
Q4 		$3.44M Sell
17,727
-75
-0.4% -$14.9K 1.36% 22
2022
Q3 		$3.27M Sell
17,802
-592
-3% -$129K 1.25% 26
2022
Q2 		$3.99M Sell
18,394
-343
-2% -$76.9K 1.47% 18
2022
Q1 		$4.56M Sell
18,737
-1,815
-9% -$455K 1.42% 19
2021
Q4 		$6.37M Sell
20,552
-2,553
-11% -$714K 1.85% 14
2021
Q3 		$6.05M Sell
23,105
-161
-0.7% -$39.1K 1.89% 13
2021
Q2 		$4.81M Sell
23,266
-809
-3% -$175K 1.54% 20
2021
Q1 		$4.73M Sell
24,075
-1,737
-7% -$343K 1.63% 19
2020
Q4 		$5.03M Sell
25,812
-500
-2% -$97.8K 1.81% 17
2020
Q3 		$5.03M Sell
26,312
-59
-0.2% -$10.8K 2.06% 14
2020
Q2 		$4.44M Sell
26,371
-3,194
-11% -$503K 2.08% 12
2020
Q1 		$4.02M Sell
29,565
-1,053
-3% -$169K 2.18% 11
2019
Q4 		$5.27M Sell
30,618
-2,126
-6% -$328K 2.36% 10
2019
Q3 		$4.83M Sell
32,744
-132
-0.4% -$20.3K 2.28% 11
2019
Q2 		$5.06M Buy
32,876
+346
+1% +$48.5K 2.5% 9
2019
Q1 		$4.44M Sell
32,530
-323
-1% -$44K 2.31% 9
2018
Q4 		$4.25M Sell
32,853
-1,469
-4% -$203K 2.66% 6
2018
Q3 		$5.28M Sell
34,322
-2,423
-7% -$347K 2.67% 5
2018
Q2 		$4.87M Sell
36,745
-1,018
-3% -$127K 2.62% 4
2018
Q1 		$4.46M Sell
37,763
-1,035
-3% -$119K 2.43% 5
2017
Q4 		$4.35M Sell
38,798
-845
-2% -$97.4K 2.39% 5
2017
Q3 		$4.51M Sell
39,643
-1,322
-3% -$140K 2.66% 5
2017
Q2 		$4.01M Sell
40,965
-5,102
-11% -$451K 2.64% 5
2017
Q1 		$3.67M Sell
46,067
-4,256
-8% -$349K 2.45% 7
2016
Q4 		$3.78M Buy
50,323
+1,044
+2% +$81.1K 2.71% 6
2016
Q3 		$3.81M Sell
49,279
-986
-2% -$74.1K 2.83% 6
2016
Q2 		$3.52M Sell
50,265
-16,732
-25% -$1.15M 2.88% 11
2016
Q1 		$5.03M Sell
66,997
-5,547
-8% -$389K 4.24% 1
2015
Q4 		$5.64M Buy
72,544
+125
+0.2% +$8.93K 4.7% 1
2015
Q3 		$5.14M Sell
72,419
-8,628
-11% -$649K 4.43% 1
2015
Q2 		$5.45M Sell
81,047
-422
-0.5% -$28.5K 4.33% 2
2015
Q1 		$5.75M Buy
81,469
+2,231
+3% +$138K 4.64% 1
2014
Q4 		$4.04M Sell
79,238
-4,454
-5% -$240K 3.46% 4
2014
Q3 		$4.79M Buy
83,692
+994
+1% +$51.2K 3.91% 2
2014
Q2 		$3.9M Buy
82,698
+23,839
+41% +$1.03M 3.29% 5
2014
Q1 		$2.8M Sell
58,859
-710
-1% -$31.7K 2.61% 8
2013
Q4 		$2.41M Buy
+59,569
New +$2.37M 2.3% 13

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Westover Capital Advisors's ICLR Position: Q1 2026 in Review

Westover Capital Advisors reduced its Icon (ICLR) stake by 11% in Q1 2026, selling an estimated $111K and leaving 6,628 shares worth $734K. The position accounts for 0.14% of the portfolio, ranked #116.

Westover Capital Advisors first reported a position in ICLR in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.37M in Q4 2021. 415 funds tracked by Wall St. Rank hold ICLR as of Q1 2026.

  • Westover Capital Advisors held 6,628 shares of Icon worth $734K as of Q1 2026.
  • Westover Capital Advisors sold 811 Icon shares in Q1 2026, an estimated $111K.
  • Icon made up 0.14% of Westover Capital Advisors's portfolio in Q1 2026, its #116 holding.
  • Westover Capital Advisors first reported a position in Icon in Q4 2013 and has held it in 50 quarters since.
  • Westover Capital Advisors's Icon position peaked at $6.37M in Q4 2021.
  • 415 funds tracked by Wall St. Rank held Icon as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.