Position in IQV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$278,816
-$104,601 QoQ
Shares Held
1,443
-10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#765
of 1,077 holders
Holding Since
Dec 2023
5 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, 2026MISSION WEALTH MANAGEMENT, LP holds $20,103,211 across 13 Diagnostics & Research names. IQV ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
12,598 | $6,316,133 | |
| 2 | A |
Agilent Technologies, Inc.
|
28,282 | $3,756,698 | |
| 3 | DHR |
Danaher Corp /De/
|
17,265 | $3,288,637 | |
| 4 | WAT |
Waters Corp /De/
|
4,494 | $1,685,429 | |
| 5 | MTD |
Mettler Toledo International Inc/
|
929 | $1,186,806 | |
| 6 | NTRA |
Natera, Inc.
|
3,795 | $1,030,152 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
1,577 | $830,195 | |
| 8 | ILMN |
Illumina, Inc.
|
3,068 | $539,446 |
All Filings in IQV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,816 | 1,443 | Shares | Sole | 2026-07-20 | |
| 2024-09-30 | $383,417 | 1,618 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $342,955 | 1,622 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $396,784 | 1,569 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $360,027 | 1,556 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||