Position in IQV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$27,050
+$6,756 QoQ
Shares Held
140
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#924
of 1,077 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Bogart Wealth, LLC holds $375,837 across 17 Diagnostics & Research names. IQV ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
201 | $100,773 | |
| 2 | DHR |
Danaher Corp /De/
|
503 | $95,811 | |
| 3 | WAT |
Waters Corp /De/
|
185 | $69,382 | |
| 4 | IQV |
Iqvia Holdings Inc.
This page
|
140 | $27,050 | |
| 5 | ILMN |
Illumina, Inc.
|
86 | $15,121 | |
| 6 | LH |
Labcorp Holdings Inc.
|
35 | $9,800 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
18 | $9,475 | |
| 8 | CRL |
Charles River Laboratories International, Inc.
|
37 | $8,391 |
All Filings in IQV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,050 | 140 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $20,294 | 119 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $25,245 | 112 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $22,412 | 118 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,819 | 75 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $12,517 | 71 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $18,864 | 96 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $8,665,045 | 36,566 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,283,985 | 20,261 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $18,460 | 73 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $16,890 | 73 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $14,362 | 73 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $16,408 | 73 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $14,518 | 73 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $10,654 | 52 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $9,419 | 52 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,283 | 52 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $12,022 | 52 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $14,671 | 52 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $12,456 | 52 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $12,842 | 53 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $11,974 | 62 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $10,391 | 58 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $9,142 | 58 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $8,229 | 58 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $6,903 | 64 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||