Position in DHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,940,249
-$758,088 QoQ
Shares Held
15,436
-20.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#764
of 2,098 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DHR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $29,553,018 across 33 Diagnostics & Research names. DHR ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDXX |
Idexx Laboratories Inc /De
|
11,505 | $6,056,692 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
10,546 | $5,287,342 | |
| 3 | DHR |
Danaher Corp /De/
This page
|
15,436 | $2,940,249 | |
| 4 | DGX |
Quest Diagnostics Inc
|
13,648 | $2,892,693 | |
| 5 | NTRA |
Natera, Inc.
|
8,682 | $2,356,728 | |
| 6 | ILMN |
Illumina, Inc.
|
11,851 | $2,083,761 | |
| 7 | A |
Agilent Technologies, Inc.
|
11,944 | $1,586,521 | |
| 8 | IQV |
Iqvia Holdings Inc.
|
6,300 | $1,217,286 |
All Filings in DHR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,940,249 | 15,436 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,698,337 | 19,506 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,373,442 | 10,368 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,270,275 | 11,451 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,065,083 | 10,454 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,511,260 | 7,372 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,733,561 | 7,552 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,280,042 | 8,201 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,947,081 | 7,793 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,856,917 | 7,436 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,609,201 | 6,956 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,828,000 | 7,368 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,052,960 | 8,554 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,740,084 | 6,904 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,704,792 | 6,423 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,605,788 | 6,217 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,598,950 | 6,307 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,913,391 | 6,523 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,988,207 | 6,043 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,531,333 | 5,030 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,184,809 | 4,415 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $822,667 | 3,655 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $603,776 | 2,718 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $594,526 | 2,761 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $490,349 | 2,773 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $398,897 | 2,882 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||