Position in ICLR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$5,555,241
-$2,745,608 QoQ
Shares Held
50,201
+10.2% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 0%
Common Shares in ICLR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $11,708,933 across 6 Diagnostics & Research names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
|
22,096 | $4,269,388 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
3,620 | $1,905,712 | |
| 3 | DHR |
Danaher Corp /De/
|
9,960 | $1,897,180 | |
| 4 | WAT |
Waters Corp /De/
|
4,920 | $1,845,195 | |
| 5 | TMO |
Thermo Fisher Scientific Inc.
|
2,105 | $1,055,362 | |
| 6 | RVTY |
Revvity, Inc.
|
6,616 | $736,096 |
All Filings in ICLR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,555,241 | 50,201 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $8,300,849 | 45,554 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,230,200 | 52,744 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,121,636 | 55,838 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $8,103,961 | 46,311 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,737,352 | 32,127 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $9,072,962 | 31,579 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $8,788,757 | 28,037 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,648,147 | 28,719 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $8,280,363 | 29,252 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,308,206 | 29,678 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $7,534,272 | 30,113 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $6,724,666 | 31,484 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $6,350,421 | 32,692 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $5,975,790 | 32,516 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $7,140,048 | 32,949 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $7,328,461 | 30,131 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $8,485,160 | 27,398 | Shares | Other | 2022-03-03 | |
| 2021-09-30 | $7,382,413 | 28,175 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,577,861 | 26,984 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,238,758 | 26,678 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,062,850 | 25,966 | Shares | Other | 2021-02-08 | |
| 2020-09-30 | $5,011,143 | 26,224 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $4,486,931 | 26,635 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,659,624 | 26,909 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||