James T. Borello RIA
ICLR icon

James T. Borello RIA’s Icon ICLR Stock Holding History

James T. Borello RIA’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
-1
Closed -$174 – 1309
2026
Q2 		$174 Hold
1
– – ﹤0.01% 1145
2026
Q1 		$111 Sell
1
-16
-94% -$2.19K ﹤0.01% 1156
2025
Q4 		$3.1K Sell
17
-15
-47% -$2.67K ﹤0.01% 689
2025
Q3 		$5.6K Buy
+32
New +$5.36K ﹤0.01% 426

Other funds holding ICLR

Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Eldred Rock Partners
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Thor Investment Management
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
Banque de Luxembourg
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
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

James T. Borello RIA's ICLR Position: Q3 2026 in Review

James T. Borello RIA sold out of Icon (ICLR) in Q3 2026, closing a stake of 1 share — an estimated $174 sold.

James T. Borello RIA first reported a position in ICLR in Q3 2025 and held it in 4 quarters. The position peaked at $5.6K in Q3 2025. 40 funds tracked by Wall St. Rank hold ICLR as of Q3 2026.

  • James T. Borello RIA reported no remaining Icon position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 1 Icon share in Q3 2026, an estimated $174.
  • James T. Borello RIA first reported a position in Icon in Q3 2025 and held it in 4 quarters.
  • James T. Borello RIA's Icon position peaked at $5.6K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Icon as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.