Position in IQV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$470,877
+$73,008 QoQ
Shares Held
2,437
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#653
of 1,077 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Mutual Advisors, LLC holds $6,205,939 across 9 Diagnostics & Research names. IQV ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
8,818 | $1,679,652 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
3,307 | $1,657,997 | |
| 3 | A |
Agilent Technologies, Inc.
|
5,784 | $768,288 | |
| 4 | ICLR |
Icon PLC
|
3,145 | $546,317 | |
| 5 | IQV |
Iqvia Holdings Inc.
This page
|
2,437 | $470,877 | |
| 6 | DGX |
Quest Diagnostics Inc
|
1,453 | $307,963 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
544 | $286,383 | |
| 8 | GRAL |
GRAIL, Inc.
|
3,930 | $268,301 |
All Filings in IQV
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,877 | 2,437 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $397,869 | 2,333 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $540,758 | 2,399 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $467,062 | 2,459 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $443,931 | 2,817 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $551,113 | 3,126 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $331,905 | 1,689 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $348,582 | 1,471 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $264,934 | 1,253 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $298,663 | 1,181 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $217,034 | 938 | Shares | Sole | 2024-01-12 | |
| 2023-06-30 | $360,081 | 1,602 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $309,075 | 1,554 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $302,417 | 1,476 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $259,754 | 1,434 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $227,622 | 1,049 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $283,694 | 1,227 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $313,739 | 1,112 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $263,973 | 1,102 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $255,405 | 1,054 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||