Position in A
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$311,351
+$50,796 QoQ
Shares Held
2,344
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#734
of 1,112 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Advisor OS, LLC holds $2,373,947 across 6 Diagnostics & Research names. A ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
1,396 | $699,895 | |
| 2 | DHR |
Danaher Corp /De/
|
2,738 | $521,532 | |
| 3 | DGX |
Quest Diagnostics Inc
|
1,967 | $416,903 | |
| 4 | A |
Agilent Technologies, Inc.
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|
2,344 | $311,351 | |
| 5 | LH |
Labcorp Holdings Inc.
|
761 | $213,080 | |
| 6 | IQV |
Iqvia Holdings Inc.
|
1,093 | $211,186 |
All Filings in A
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,351 | 2,344 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $260,555 | 2,286 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $227,875 | 1,948 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $493,428 | 3,673 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $767,787 | 5,171 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $723,852 | 5,584 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $699,754 | 4,809 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $440,028 | 3,165 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||