Position in ICLR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$208,452
-$10,212 QoQ
Shares Held
1,200
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#310
of 422 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ICLR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Pettee Investors, Inc. holds $451,852 across 2 Diagnostics & Research names. ICLR ranks #2 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAT |
Waters Corp /De/
|
649 | $243,400 | |
| 2 | ICLR |
Icon PLC
This page
|
1,200 | $208,452 |
All Filings in ICLR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,452 | 1,200 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $218,664 | 1,200 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $210,000 | 1,200 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,120,110 | 7,701 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,592,583 | 9,101 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,908,570 | 9,101 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,614,808 | 9,101 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,852,890 | 9,101 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,057,480 | 9,101 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,576,220 | 9,101 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,241,121 | 9,101 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,277,070 | 9,101 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,943,882 | 9,101 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,767,869 | 9,101 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,672,581 | 9,101 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,972,186 | 9,101 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,873,037 | 7,701 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,384,999 | 7,701 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,017,816 | 7,701 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,591,873 | 7,701 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,512,245 | 7,701 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,267,564 | 6,501 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,242,276 | 6,501 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,095,158 | 6,501 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $951,864 | 6,999 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||