Position in A
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$222,941
-$4,836 QoQ
Shares Held
1,956
+16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 97%
None 3%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $4,914,663 across 7 Diagnostics & Research names. A ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
3,807 | $1,871,252 | |
| 2 | DHR |
Danaher Corp /De/
|
7,674 | $1,454,986 | |
| 3 | NTRA |
Natera, Inc.
|
2,134 | $426,774 | |
| 4 | MEDP |
Medpace Holdings, Inc.
|
823 | $395,195 | |
| 5 | ILMN |
Illumina, Inc.
|
2,381 | $293,479 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
445 | $250,036 | |
| 7 | A |
Agilent Technologies, Inc.
This page
|
1,956 | $222,941 |
All Filings in A
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,941 | 1,956 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $227,777 | 1,674 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $213,184 | 1,661 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||