Position in IQV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,156,614
+$122,801 QoQ
Shares Held
5,986
-1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#492
of 1,077 holders
Holding Since
Jun 2023
10 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $17,208,017 across 13 Diagnostics & Research names. IQV ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
12,323 | $6,178,259 | |
| 2 | DHR |
Danaher Corp /De/
|
11,146 | $2,123,090 | |
| 3 | NTRA |
Natera, Inc.
|
6,334 | $1,719,364 | |
| 4 | DGX |
Quest Diagnostics Inc
|
6,487 | $1,374,919 | |
| 5 | IQV |
Iqvia Holdings Inc.
This page
|
5,986 | $1,156,614 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
1,758 | $925,481 | |
| 7 | LH |
Labcorp Holdings Inc.
|
2,665 | $746,200 | |
| 8 | ILMN |
Illumina, Inc.
|
3,638 | $639,669 |
All Filings in IQV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156,614 | 5,986 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,033,813 | 6,062 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $232,172 | 1,030 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $63,666 | 404 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $333,890 | 1,409 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $299,399 | 1,416 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $348,735 | 1,379 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $332,030 | 1,435 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $283,320 | 1,440 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $324,567 | 1,444 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||