Position in IQV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$865,319
-$198,841 QoQ
Shares Held
5,074
+7.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 16.850610957824202.ToString("F0")%
Shared 0.ToString("F0")%
None 83.1493890421758.ToString("F0")%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Lido Advisors, LLC holds $44,629,856 across 14 Diagnostics & Research names. IQV ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
39,978 | $19,650,385 | |
| 2 | DHR |
Danaher Corp /De/
|
75,083 | $14,235,736 | |
| 3 | A |
Agilent Technologies, Inc.
|
22,200 | $2,530,354 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
3,943 | $2,215,531 | |
| 5 | RDNT |
RadNet, Inc.
|
37,367 | $2,088,441 | |
| 6 | WAT |
Waters Corp /De/
|
2,937 | $874,638 | |
| 7 | IQV |
Iqvia Holdings Inc.
This page
|
5,074 | $865,319 | |
| 8 | ILMN |
Illumina, Inc.
|
4,165 | $513,377 |
All Filings in IQV
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $865,319 | 5,074 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,064,160 | 4,721 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $781,982 | 4,117 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $569,687 | 3,615 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $731,115 | 4,147 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $883,115 | 4,494 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $972,998 | 4,106 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $867,326 | 4,102 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,031,791 | 4,080 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $809,597 | 3,499 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $496,400 | 2,523 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $513,824 | 2,286 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $479,921 | 2,413 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $551,154 | 2,690 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $485,092 | 2,678 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $626,016 | 2,885 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $627,272 | 2,713 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $489,230 | 1,734 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $309,246 | 1,291 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||