Position in IQV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,914,957
+$4,422,686 QoQ
Shares Held
35,788
+144.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#271
of 1,077 holders
Holding Since
Mar 2020
26 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, 2026NewEdge Advisors, LLC holds $58,986,020 across 23 Diagnostics & Research names. IQV ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
54,764 | $10,431,446 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
19,936 | $9,995,112 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
14,787 | $7,784,468 | |
| 4 | IQV |
Iqvia Holdings Inc.
This page
|
35,788 | $6,914,957 | |
| 5 | NTRA |
Natera, Inc.
|
23,730 | $6,441,508 | |
| 6 | A |
Agilent Technologies, Inc.
|
28,456 | $3,779,810 | |
| 7 | LH |
Labcorp Holdings Inc.
|
11,004 | $3,081,120 | |
| 8 | DGX |
Quest Diagnostics Inc
|
12,508 | $2,651,070 |
All Filings in IQV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,914,957 | 35,788 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,492,271 | 14,614 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,563,037 | 29,116 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,520,761 | 23,801 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,582,178 | 22,731 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,803,848 | 21,576 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,723,864 | 18,950 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,694,612 | 19,811 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,253,961 | 20,119 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $4,855,740 | 19,201 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,472,806 | 19,331 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,062,690 | 20,649 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,574,294 | 20,351 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,602,513 | 23,141 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $631,811 | 18,724 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,272,475 | 18,066 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,543,663 | 16,331 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,373,337 | 18,915 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,444,551 | 15,753 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $3,204,804 | 13,379 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,790,557 | 11,516 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,726,478 | 8,939 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,561,466 | 8,715 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,286,891 | 8,164 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,070,626 | 7,546 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $833,434 | 7,727 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||