Position in ICLR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$21,885
+$13,260 QoQ
Shares Held
126
+61.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#349
of 422 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ICLR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $7,344,979 across 32 Diagnostics & Research names. ICLR ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
|
5,172 | $1,096,200 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
1,715 | $859,826 | |
| 3 | ILMN |
Illumina, Inc.
|
4,303 | $756,591 | |
| 4 | MEDP |
Medpace Holdings, Inc.
|
1,413 | $748,304 | |
| 5 | DHR |
Danaher Corp /De/
|
3,603 | $686,294 | |
| 6 | NTRA |
Natera, Inc.
|
1,971 | $535,025 | |
| 7 | A |
Agilent Technologies, Inc.
|
3,509 | $466,096 | |
| 8 | IQV |
Iqvia Holdings Inc.
|
2,227 | $430,296 |
All Filings in ICLR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,885 | 126 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,625 | 78 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $16,578 | 91 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,250 | 150 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,943 | 89 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,571 | 49 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,628 | 65 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $99,979 | 348 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $123,504 | 394 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $95,071 | 283 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $68,218 | 241 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $54,666 | 222 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $53,042 | 212 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $854 | 4 | Shares | Sole | 2023-05-11 | |
| 2022-03-31 | $8,755 | 36 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $11,149 | 36 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||