Position in ICLR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$997,790
+$362,159 QoQ
Shares Held
5,744
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#202
of 422 holders
Holding Since
Mar 2022
18 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, 20261900 WEALTH MANAGEMENT LLC holds $3,432,347 across 6 Diagnostics & Research names. ICLR ranks #1 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICLR |
Icon PLC
This page
|
5,744 | $997,790 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
1,415 | $709,424 | |
| 3 | DHR |
Danaher Corp /De/
|
2,919 | $556,011 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
859 | $452,211 | |
| 5 | RVTY |
Revvity, Inc.
|
3,263 | $363,041 | |
| 6 | MTD |
Mettler Toledo International Inc/
|
277 | $353,870 |
All Filings in ICLR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,790 | 5,744 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $635,631 | 5,744 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $442,794 | 2,430 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $407,225 | 2,327 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $338,462 | 2,327 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $414,201 | 2,367 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $487,995 | 2,327 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $668,570 | 2,327 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $729,444 | 2,327 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $781,755 | 2,327 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $367,141 | 1,297 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $319,386 | 1,297 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $299,739 | 1,198 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $255,880 | 1,198 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $232,711 | 1,198 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $220,168 | 1,198 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $259,606 | 1,198 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $291,377 | 1,198 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||