Position in IQV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$172,074
-$2,180,980 QoQ
Shares Held
1,009
-90.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
4 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, 2026Heritage Wealth Advisors holds $906,140 across 7 Diagnostics & Research names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
745 | $373,513 | |
| 2 | DHR |
Danaher Corp /De/
|
1,569 | $298,863 | |
| 3 | DGX |
Quest Diagnostics Inc
|
590 | $125,050 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
150 | $78,966 | |
| 5 | A |
Agilent Technologies, Inc.
|
116 | $15,408 | |
| 6 | MTD |
Mettler Toledo International Inc/
|
6 | $7,665 | |
| 7 | RVTY |
Revvity, Inc.
|
60 | $6,675 |
All Filings in IQV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $172,074 | 1,009 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,353,054 | 10,439 | Shares | Sole | 2026-02-13 | |
| 2023-03-31 | $2,983 | 15 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $43,026 | 210 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||