Sendero Wealth Management »

Icon shares owned by Sendero Wealth Management

Quarter-by-quarter ownership of Icon (ICLR) shares owned by Sendero Wealth Management from 13F filings

Historical chart of Sendero Wealth Management investment in Icon

Tip: Access up to 7 years of quarterly data

All positions including Icon held by Sendero Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Icon by Sendero Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 21k 175.00
2025-06-30 $2.4M 17k 145.45

More positions owned by Sendero Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
2023 Etf Series Trust Eagle Capital Se (EAGL)
American Beacon Select Funds Glg Natural Reso (MGNR)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Arista Networks Com Shs (ANET)
ConocoPhillips (COP)
Iqvia Holdings (IQV)

View all positions for Sendero Wealth Management

Top funds holding Icon

Artisan Partners Limited Partnership
Wellington Management Company
Orbis Allan Gray
Massachusetts Financial Services
Invesco
Principal Financial Group
Investec Asset Management
Franklin Resources
Harris Associates L.P
FMR
Ruane, Cunniff & Goldfarb
D. E. Shaw & Co
Alliancebernstein
Goodman & Company, Investment Counsel
ClearBridge Advisors

View all funds holding Icon