Position in IQV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$410,012
+$164,264 QoQ
Shares Held
2,122
+47.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#687
of 1,082 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $22,351,621 across 18 Diagnostics & Research names. IQV ranks #14 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
15,882 | $7,962,599 | |
| 2 | DHR |
Danaher Corp /De/
|
19,985 | $3,806,742 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
4,367 | $2,298,963 | |
| 4 | A |
Agilent Technologies, Inc.
|
11,685 | $1,552,118 | |
| 5 | NTRA |
Natera, Inc.
|
3,977 | $1,079,556 | |
| 6 | DGX |
Quest Diagnostics Inc
|
3,498 | $741,401 | |
| 7 | ILMN |
Illumina, Inc.
|
4,131 | $726,353 | |
| 8 | GH |
Guardant Health, Inc.
|
4,274 | $641,228 |
All Filings in IQV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,012 | 2,122 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $245,748 | 1,441 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $247,500 | 1,098 | Shares | Sole | 2026-02-18 | |
| 2023-09-30 | $259,119 | 1,317 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $529,333 | 2,355 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,004,394 | 5,050 | Shares | Sole | 2023-06-05 | |
| No filing history on record for this holder in this stock. | ||||||