Position in IQV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,433
+$6,682 QoQ
Shares Held
54
+145.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#963
of 1,077 holders
Holding Since
Sep 2020
9 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, 2026Crewe Advisors LLC holds $857,580 across 13 Diagnostics & Research names. IQV ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
926 | $464,259 | |
| 2 | ADPT |
Adaptive Biotechnologies Corp
|
2,886 | $247,597 | |
| 3 | DHR |
Danaher Corp /De/
|
418 | $79,620 | |
| 4 | GRAL |
GRAIL, Inc.
|
379 | $25,874 | |
| 5 | IQV |
Iqvia Holdings Inc.
This page
|
54 | $10,433 | |
| 6 | A |
Agilent Technologies, Inc.
|
60 | $7,969 | |
| 7 | WAT |
Waters Corp /De/
|
18 | $6,750 | |
| 8 | CRL |
Charles River Laboratories International, Inc.
|
24 | $5,442 |
All Filings in IQV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,433 | 54 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,751 | 22 | Shares | Sole | 2026-05-07 | |
| 2024-06-30 | $57,723 | 273 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $64,234 | 254 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $5,767 | 29 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,654 | 52 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $11,049 | 61 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,283 | 52 | Shares | Sole | 2022-08-02 | |
| 2020-09-30 | $4,728 | 30 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||