Position in IQV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,345,048
-$469,277 QoQ
Shares Held
7,887
-2.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $56,202,433 across 15 Diagnostics & Research names. IQV ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
49,291 | $24,228,005 | |
| 2 | DHR |
Danaher Corp /De/
|
98,431 | $18,662,517 | |
| 3 | LH |
Labcorp Holdings Inc.
|
7,936 | $2,117,404 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
3,567 | $2,004,261 | |
| 5 | WAT |
Waters Corp /De/
|
5,776 | $1,720,092 | |
| 6 | IQV |
Iqvia Holdings Inc.
This page
|
7,887 | $1,345,048 | |
| 7 | MTD |
Mettler Toledo International Inc/
|
1,054 | $1,329,304 | |
| 8 | A |
Agilent Technologies, Inc.
|
7,891 | $899,416 |
All Filings in IQV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,345,048 | 7,887 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,814,325 | 8,049 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,500,146 | 7,898 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $731,375 | 4,641 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $433,698 | 2,460 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $547,476 | 2,786 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $844,324 | 3,563 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $681,682 | 3,224 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $876,010 | 3,464 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $843,611 | 3,646 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $422,028 | 2,145 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $567,319 | 2,524 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $564,250 | 2,837 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $488,047 | 2,382 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $627,287 | 3,463 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $401,431 | 1,850 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $394,444 | 1,706 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $484,716 | 1,718 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $402,427 | 1,680 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $438,599 | 1,810 | Shares | Defined | 2021-08-13 | |
| 2020-12-31 | $308,530 | 1,722 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $321,092 | 2,037 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $291,137 | 2,052 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $352,378 | 3,267 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||