Position in IQV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,347,236
-$11,304,661 QoQ
Shares Held
12,148
-84.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#400
of 1,082 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $117,688,511 across 11 Diagnostics & Research names. IQV ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
235,276 | $44,815,372 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
71,767 | $35,981,102 | |
| 3 | MTD |
Mettler Toledo International Inc/
|
23,777 | $30,375,355 | |
| 4 | IQV |
Iqvia Holdings Inc.
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|
12,148 | $2,347,236 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
1,691 | $890,210 | |
| 6 | A |
Agilent Technologies, Inc.
|
6,588 | $875,084 | |
| 7 | WAT |
Waters Corp /De/
|
1,705 | $639,443 | |
| 8 | LH |
Labcorp Holdings Inc.
|
2,125 | $595,000 |
All Filings in IQV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,347,236 | 12,148 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $13,651,897 | 80,051 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $26,477,785 | 117,465 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $25,002,561 | 131,634 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $17,746,525 | 112,612 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $23,101,823 | 131,037 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $18,730,547 | 95,316 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $40,828,746 | 172,295 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $33,882,202 | 160,245 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||