Position in ICLR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,883,306
+$3,403,790 QoQ
Shares Held
45,382
+12.1% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#106
of 422 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ICLR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Sendero Wealth Management, LLC holds $26,289,794 across 6 Diagnostics & Research names. ICLR ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
|
47,643 | $9,205,579 | |
| 2 | ICLR |
Icon PLC
This page
|
45,382 | $7,883,306 | |
| 3 | CRL |
Charles River Laboratories International, Inc.
|
26,137 | $5,927,610 | |
| 4 | DHR |
Danaher Corp /De/
|
11,540 | $2,198,139 | |
| 5 | RVTY |
Revvity, Inc.
|
7,113 | $791,391 | |
| 6 | TMO |
Thermo Fisher Scientific Inc.
|
566 | $283,769 |
All Filings in ICLR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,883,306 | 45,382 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,479,516 | 40,480 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $3,756,465 | 20,615 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $3,675,700 | 21,004 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $2,414,615 | 16,601 | Shares | Other | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||