Position in IQV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$434,745
+$54,441 QoQ
Shares Held
2,250
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#668
of 1,077 holders
Holding Since
Mar 2023
9 quarters on record
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $17,747,028 across 12 Diagnostics & Research names. IQV ranks #11 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
15,254 | $7,647,745 | |
| 2 | DHR |
Danaher Corp /De/
|
13,658 | $2,601,575 | |
| 3 | ILMN |
Illumina, Inc.
|
8,599 | $1,511,962 | |
| 4 | DGX |
Quest Diagnostics Inc
|
6,940 | $1,470,933 | |
| 5 | GH |
Guardant Health, Inc.
|
5,671 | $850,820 | |
| 6 | MEDP |
Medpace Holdings, Inc.
|
1,512 | $800,740 | |
| 7 | NTRA |
Natera, Inc.
|
2,703 | $733,729 | |
| 8 | CRL |
Charles River Laboratories International, Inc.
|
2,851 | $646,578 |
All Filings in IQV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,745 | 2,250 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $380,304 | 2,230 | Shares | Sole | 2026-04-20 | |
| 2024-09-30 | $280,335 | 1,183 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $335,555 | 1,587 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $386,163 | 1,527 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $341,516 | 1,476 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $291,190 | 1,480 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $311,531 | 1,386 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $290,379 | 1,460 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||