Position in IQV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,304,476
-$3,440,538 QoQ
Shares Held
95,605
+9.1% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 65.90044701935.ToString("F0")%
Shared 0.ToString("F0")%
None 34.09955298065.ToString("F0")%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Focus Partners Wealth holds $1,019,092,816 across 16 Diagnostics & Research names. IQV ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
1,140,952 | $560,812,136 | |
| 2 | DHR |
Danaher Corp /De/
|
1,027,896 | $194,889,081 | |
| 3 | WAT |
Waters Corp /De/
|
474,862 | $141,413,903 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
60,188 | $33,819,035 | |
| 5 | DGX |
Quest Diagnostics Inc
|
150,856 | $29,564,758 | |
| 6 | IQV |
Iqvia Holdings Inc.
This page
|
95,605 | $16,304,476 | |
| 7 | A |
Agilent Technologies, Inc.
|
138,238 | $15,756,367 | |
| 8 | ILMN |
Illumina, Inc.
|
67,274 | $8,292,193 |
All Filings in IQV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,304,476 | 95,605 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,745,014 | 87,596 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,598,978 | 76,861 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,855,744 | 68,886 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,292,367 | 64,052 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $11,428,235 | 58,156 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $1,392,672 | 5,877 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $984,464 | 4,656 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||