Position in A
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$25,261,500
-$83,578 QoQ
Shares Held
221,631
+19.0% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 87.77327860450728.ToString("F0")%
Shared 1.5532151646251091.ToString("F0")%
None 10.673506230867611.ToString("F0")%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Corient Private Wealth LLC holds $743,051,786 across 25 Diagnostics & Research names. A ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
832,069 | $408,986,875 | |
| 2 | DHR |
Danaher Corp /De/
|
831,925 | $157,732,979 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
122,006 | $68,553,950 | |
| 4 | A |
Agilent Technologies, Inc.
This page
|
221,631 | $25,261,500 | |
| 5 | RVTY |
Revvity, Inc.
|
181,958 | $15,941,340 | |
| 6 | ICLR |
Icon PLC
|
115,291 | $12,758,102 | |
| 7 | ILMN |
Illumina, Inc.
|
95,466 | $11,767,139 | |
| 8 | DGX |
Quest Diagnostics Inc
|
39,325 | $7,706,912 |
All Filings in A
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,261,500 | 221,631 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $25,345,078 | 186,265 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $23,734,222 | 184,918 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $21,844,594 | 185,108 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $22,392,427 | 191,421 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $34,741,935 | 258,612 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $38,151,489 | 256,947 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $34,217,912 | 263,966 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $38,495,543 | 264,556 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $37,288,541 | 268,205 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $18,711,398 | 167,335 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $19,974,006 | 166,104 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $24,676,120 | 178,373 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $6,006,053 | 40,134 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||