Position in IQV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$13,651,897
-$12,825,888 QoQ
Shares Held
80,051
-31.9% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Crestwood Advisors Group, LLC holds $146,836,570 across 10 Diagnostics & Research names. IQV ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
286,536 | $54,327,224 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
93,303 | $45,861,223 | |
| 3 | MTD |
Mettler Toledo International Inc/
|
23,933 | $30,184,299 | |
| 4 | IQV |
Iqvia Holdings Inc.
This page
|
80,051 | $13,651,897 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
1,184 | $665,277 | |
| 6 | LH |
Labcorp Holdings Inc.
|
2,323 | $619,799 | |
| 7 | A |
Agilent Technologies, Inc.
|
3,814 | $434,719 | |
| 8 | DGX |
Quest Diagnostics Inc
|
2,125 | $416,457 |
All Filings in IQV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||