Position in IQV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$971,703
+$181,251 QoQ
Shares Held
5,029
+8.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#522
of 1,077 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $14,122,099 across 14 Diagnostics & Research names. IQV ranks #7 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
13,306 | $2,534,526 | |
| 2 | ILMN |
Illumina, Inc.
|
11,553 | $2,031,363 | |
| 3 | A |
Agilent Technologies, Inc.
|
14,215 | $1,888,178 | |
| 4 | NTRA |
Natera, Inc.
|
4,388 | $1,191,122 | |
| 5 | MEDP |
Medpace Holdings, Inc.
|
1,880 | $995,629 | |
| 6 | TMO |
Thermo Fisher Scientific Inc.
|
1,947 | $976,147 | |
| 7 | IQV |
Iqvia Holdings Inc.
This page
|
5,029 | $971,703 | |
| 8 | IDXX |
Idexx Laboratories Inc /De
|
1,476 | $777,025 |
All Filings in IQV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $971,703 | 5,029 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $790,452 | 4,635 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,028,996 | 4,565 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $620,723 | 3,268 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $464,890 | 2,950 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $255,635 | 1,450 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $310,485 | 1,580 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $225,832 | 953 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||