White Knight Strategic Wealth Advisors’s Icon ICLR Stock Holding History

White Knight Strategic Wealth 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	$277K	Buy	+1,592	New	+$203K	0.19%	77
2026 Q1	–	Sell	-2,193	Closed	-$400K	–	88
2025 Q4	$400K	Buy	2,193 +140	+7%	+$24.9K	0.29%	62
2025 Q3	$359K	Buy	2,053 +255	+14%	+$42.7K	0.28%	61
2025 Q2	$262K	Buy	+1,798	New	+$255K	0.22%	69
2025 Q1	–	Sell	-1,620	Closed	-$340K	–	88
2024 Q4	$340K	Buy	1,620 +810	+100%	+$189K	0.14%	89
2024 Q3	$233K	Hold	810	–	–	0.21%	75
2024 Q2	$254K	Hold	810	–	–	0.25%	66
2024 Q1	$272K	Hold	810	–	–	0.28%	62
2023 Q4	$229K	Buy	+810	New	+$210K	0.26%	67
2023 Q3	–	Sell	-1,050	Closed	-$263K	–	67
2023 Q2	$263K	Sell	1,050 -50	-5%	-$10.6K	0.31%	61
2023 Q1	$235K	Sell	1,100 -30	-3%	-$6.68K	0.3%	63
2022 Q4	$220K	Hold	1,130	–	–	0.3%	63
2022 Q3	$208K	Hold	1,130	–	–	0.3%	61
2022 Q2	$245K	Hold	1,130	–	–	0.34%	56
2022 Q1	$275K	Hold	1,130	–	–	0.3%	60
2021 Q4	$350K	Buy	+1,130	New	+$316K	0.37%	57

Other funds holding ICLR

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

White Knight Strategic Wealth Advisors's ICLR Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors opened a new position in Icon (ICLR) in Q2 2026: 1,592 shares worth $277K. The stake represents 0.19% of the portfolio and ranks #77 among its holdings. This is a return to the name: White Knight Strategic Wealth Advisors previously reported a position in ICLR as recently as Q4 2025.

White Knight Strategic Wealth Advisors first reported a position in ICLR in Q4 2021 and has held it in 16 quarters since. The position peaked at $400K in Q4 2025. 422 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

White Knight Strategic Wealth Advisors held 1,592 shares of Icon worth $277K as of Q2 2026.
Icon was a new White Knight Strategic Wealth Advisors position in Q2 2026.
Icon made up 0.19% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #77 holding.
White Knight Strategic Wealth Advisors first reported a position in Icon in Q4 2021 and has held it in 16 quarters since.
White Knight Strategic Wealth Advisors's Icon position peaked at $400K in Q4 2025.
422 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.