Position in IQV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$498,121
+$93,942 QoQ
Shares Held
2,578
+8.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#633
of 1,077 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Perigon Wealth Management, LLC holds $22,174,741 across 15 Diagnostics & Research names. IQV ranks #9 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
26,698 | $13,385,309 | |
| 2 | GRAL |
GRAIL, Inc.
|
19,753 | $1,348,537 | |
| 3 | GH |
Guardant Health, Inc.
|
7,149 | $1,072,564 | |
| 4 | ILMN |
Illumina, Inc.
|
5,708 | $1,003,637 | |
| 5 | DHR |
Danaher Corp /De/
|
5,081 | $967,828 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
1,651 | $869,152 | |
| 7 | A |
Agilent Technologies, Inc.
|
4,746 | $630,411 | |
| 8 | NTRA |
Natera, Inc.
|
2,293 | $622,434 |
All Filings in IQV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,121 | 2,578 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $404,179 | 2,370 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $632,725 | 2,807 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $512,838 | 2,700 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $426,911 | 2,709 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $514,972 | 2,921 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $590,905 | 3,007 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $679,156 | 2,866 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $590,763 | 2,794 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $744,002 | 2,942 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $704,320 | 3,044 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $647,110 | 3,289 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $765,791 | 3,407 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $580,559 | 2,919 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $597,254 | 2,915 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $423,505 | 2,338 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $545,295 | 2,513 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $576,175 | 2,492 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $628,890 | 2,229 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $522,676 | 2,182 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $509,356 | 2,102 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $342,244 | 1,772 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $22,575 | 126 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||