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WhitTier Trust Company’s Icon ICLR Stock Holding History

WhitTier Trust Company’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
2025
Q3 		– Sell
-298
Closed -$43.3K – 1384
2025
Q2 		$43.3K Sell
298
-1,295
-81% -$184K ﹤0.01% 817
2025
Q1 		$279K Buy
1,593
+427
+37% +$82.8K 0.01% 476
2024
Q4 		$245K Buy
1,166
+655
+128% +$153K 0.01% 476
2024
Q3 		$147K Buy
511
+96
+23% +$30.3K ﹤0.01% 535
2024
Q2 		$130K Buy
415
+226
+120% +$70.8K ﹤0.01% 525
2024
Q1 		$63.5K Buy
189
+152
+411% +$44.8K ﹤0.01% 639
2023
Q4 		$10.5K Buy
37
+22
+147% +$5.69K ﹤0.01% 938
2023
Q3 		$3.69K Hold
15
– – ﹤0.01% 1023
2023
Q2 		$3.75K Sell
15
-31
-67% -$6.58K ﹤0.01% 1055
2023
Q1 		$9.82K Sell
46
-37
-45% -$8.23K ﹤0.01% 955
2022
Q4 		$16.1K Hold
83
– – ﹤0.01% 869
2022
Q3 		$15K Sell
83
-27
-25% -$5.88K ﹤0.01% 853
2022
Q2 		$24K Hold
110
– – ﹤0.01% 790
2022
Q1 		$27K Hold
110
– – ﹤0.01% 766
2021
Q4 		$34K Buy
110
+76
+224% +$21.3K ﹤0.01% 730
2021
Q3 		$9K Buy
+34
New +$8.26K ﹤0.01% 944

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WhitTier Trust Company's ICLR Position: Q3 2025 in Review

WhitTier Trust Company sold out of Icon (ICLR) in Q3 2025, closing a stake of 298 shares — an estimated $43.3K sold.

WhitTier Trust Company first reported a position in ICLR in Q3 2021 and held it in 16 quarters. The position peaked at $279K in Q1 2025. 514 funds tracked by Wall St. Rank hold ICLR as of Q3 2025.

  • WhitTier Trust Company reported no remaining Icon position as of Q3 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 298 Icon shares in Q3 2025, an estimated $43.3K.
  • WhitTier Trust Company first reported a position in Icon in Q3 2021 and held it in 16 quarters.
  • WhitTier Trust Company's Icon position peaked at $279K in Q1 2025.
  • 514 funds tracked by Wall St. Rank held Icon as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.