Position in IQV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$751,239
+$91,591 QoQ
Shares Held
3,888
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#562
of 1,082 holders
Holding Since
Sep 2023
12 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, 2026Clearstead Trust, LLC holds $6,288,753 across 11 Diagnostics & Research names. IQV ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
7,538 | $3,779,251 | |
| 2 | IQV |
Iqvia Holdings Inc.
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|
3,888 | $751,239 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
1,421 | $748,071 | |
| 4 | DHR |
Danaher Corp /De/
|
3,778 | $719,633 | |
| 5 | DGX |
Quest Diagnostics Inc
|
944 | $200,080 | |
| 6 | A |
Agilent Technologies, Inc.
|
512 | $68,008 | |
| 7 | LH |
Labcorp Holdings Inc.
|
30 | $8,400 | |
| 8 | NTRA |
Natera, Inc.
|
19 | $5,157 |
All Filings in IQV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,239 | 3,888 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $659,648 | 3,868 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $932,746 | 4,138 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $28,301 | 149 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $34,827 | 221 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $50,774 | 288 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $70,743 | 360 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $85,309 | 360 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $76,118 | 360 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $72,832 | 288 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,733 | 68 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $13,379 | 68 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||