Position in A
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$532,742
-$308,578 QoQ
Shares Held
4,674
-24.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0.5562687205819427.ToString("F0")%
Shared 0.ToString("F0")%
None 99.44373127941806.ToString("F0")%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026NewEdge Wealth, LLC holds $41,573,748 across 8 Diagnostics & Research names. A ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MEDP |
Medpace Holdings, Inc.
|
49,777 | $23,902,417 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
15,836 | $7,783,869 | |
| 3 | DHR |
Danaher Corp /De/
|
23,038 | $4,368,004 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
5,731 | $3,220,191 | |
| 5 | ICLR |
Icon PLC
|
8,038 | $889,485 | |
| 6 | NTRA |
Natera, Inc.
|
3,376 | $675,166 | |
| 7 | A |
Agilent Technologies, Inc.
This page
|
4,674 | $532,742 | |
| 8 | RDNT |
RadNet, Inc.
|
3,612 | $201,874 |
All Filings in A
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $532,742 | 4,674 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $841,320 | 6,183 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $455,770 | 3,551 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $301,869 | 2,558 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $294,555 | 2,518 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $403,020 | 3,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $470,533 | 3,169 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $404,315 | 3,119 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $439,876 | 3,023 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $327,276 | 2,354 | Shares | Sole | 2024-01-29 | |
| 2023-06-30 | $6,251,797 | 51,990 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,000,280 | 50,602 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,042,229 | 47,058 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,543,409 | 45,606 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,936,556 | 41,564 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,336,604 | 40,328 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,248,701 | 39,140 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,930,531 | 37,647 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,181,331 | 35,054 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,485,670 | 27,416 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||