Position in IQV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,412,371
+$207,026 QoQ
Shares Held
22,836
-7.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#329
of 1,082 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Atria Investments, Inc holds $48,669,683 across 20 Diagnostics & Research names. IQV ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
27,658 | $13,866,614 | |
| 2 | DHR |
Danaher Corp /De/
|
30,005 | $5,715,352 | |
| 3 | IQV |
Iqvia Holdings Inc.
This page
|
22,836 | $4,412,371 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
7,511 | $3,954,090 | |
| 5 | NTRA |
Natera, Inc.
|
13,441 | $3,648,559 | |
| 6 | LH |
Labcorp Holdings Inc.
|
10,503 | $2,940,840 | |
| 7 | DGX |
Quest Diagnostics Inc
|
12,532 | $2,656,157 | |
| 8 | ILMN |
Illumina, Inc.
|
12,278 | $2,158,840 |
All Filings in IQV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,412,371 | 22,836 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,205,345 | 24,659 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,194,266 | 27,480 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,479,958 | 28,851 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,530,397 | 28,748 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,426,566 | 19,436 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,872,229 | 19,705 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,835,135 | 20,404 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,047,595 | 19,143 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,644,324 | 18,365 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $4,067,429 | 17,579 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,867,318 | 19,656 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,333,565 | 19,280 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,630,556 | 23,282 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,657,354 | 22,731 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,244,653 | 23,433 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,809,366 | 22,164 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,841,058 | 25,263 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,197,769 | 21,967 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,666,318 | 23,655 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $5,595,653 | 23,092 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,855,653 | 19,963 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,487,006 | 19,462 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,234,725 | 20,521 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,874,488 | 20,260 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $1,886,687 | 17,492 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||