WA
ICLR icon

Whipplewood Advisors’s Icon ICLR Stock Holding History

Whipplewood 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
Q2 		$1.56K Sell
9
-48
-84% -$6.11K ﹤0.01% 473
2026
Q1 		$6.31K Buy
+57
New +$7.79K ﹤0.01% 569
2025
Q3 		– Sell
-67
Closed -$9.75K – 717
2025
Q2 		$9.75K Sell
67
-36
-35% -$5.11K 0.01% 569
2025
Q1 		$15.2K Buy
103
+7
+7% +$1.36K 0.01% 495
2024
Q4 		$20.1K Buy
+96
New +$22.4K 0.01% 444

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

Whipplewood Advisors's ICLR Position: Q2 2026 in Review

Whipplewood Advisors reduced its Icon (ICLR) stake by 84% in Q2 2026, selling an estimated $6.11K and leaving 9 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Whipplewood Advisors first reported a position in ICLR in Q4 2024 and has held it in 5 quarters since. The position peaked at $20.1K in Q4 2024. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Whipplewood Advisors held 9 shares of Icon worth $1.56K as of Q2 2026.
  • Whipplewood Advisors sold 48 Icon shares in Q2 2026, an estimated $6.11K.
  • Icon made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #473 holding.
  • Whipplewood Advisors first reported a position in Icon in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Icon position peaked at $20.1K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.