MISSION WEALTH MANAGEMENT, LP

Position in ICLR — Icon PLC

CIK 1645382 Santa Barbara, CA

Position in ICLR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$228,949

+$5,608 QoQ

Shares Held

1,318

+23.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#301

of 422 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $20,103,211 across 13 Diagnostics & Research names. ICLR ranks #12 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	12,598	$6,316,133
2	A	Agilent Technologies, Inc.	28,282	$3,756,698
3	DHR	Danaher Corp /De/	17,265	$3,288,637
4	WAT	Waters Corp /De/	4,494	$1,685,429
5	MTD	Mettler Toledo International Inc/	929	$1,186,806
6	NTRA	Natera, Inc.	3,795	$1,030,152
7	IDXX	Idexx Laboratories Inc /De	1,577	$830,195
8	ILMN	Illumina, Inc.	3,068	$539,446

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,949	1,318	+23.8%	Shares	Sole	2026-07-20
2024-12-31	$223,341	1,065	-1.5%	Shares	Sole	2025-02-06
2024-09-30	$310,582	1,081	+1.5%	Shares	Sole	2024-10-31
2024-06-30	$333,845	1,065	+0.2%	Shares	Sole	2024-08-05
2024-03-31	$357,114	1,063	0.0%	Shares	Sole	2024-04-30
2023-12-31	$300,903	1,063	0.0%	Shares	Sole	2024-02-05
2023-09-30	$261,763	1,063	-0.1%	Shares	Sole	2023-10-24
2023-06-30	$266,212	1,064	+0.1%	Shares	Sole	2023-08-04
2023-03-31	$227,046	1,063	0.0%	Shares	Sole	2023-04-07
2022-12-31	$206,487	1,063	+31.7%	Shares	Sole	2023-02-02
2021-12-31	$249,927	807	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.