Position in IQV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$8,185
-$25,401 QoQ
Shares Held
48
-67.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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 Mar 31, 2026Physician Wealth Advisors, Inc. holds $514,357 across 21 Diagnostics & Research names. IQV ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
575 | $282,629 | |
| 2 | DHR |
Danaher Corp /De/
|
423 | $80,200 | |
| 3 | WAT |
Waters Corp /De/
|
173 | $51,519 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
63 | $35,399 | |
| 5 | MTD |
Mettler Toledo International Inc/
|
9 | $11,350 | |
| 6 | GH |
Guardant Health, Inc.
|
91 | $8,405 | |
| 7 | IQV |
Iqvia Holdings Inc.
This page
|
48 | $8,185 | |
| 8 | MYGN |
Myriad Genetics Inc
|
1,758 | $7,911 |
All Filings in IQV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,185 | 48 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $33,586 | 149 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $27,351 | 144 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,575 | 10 | Shares | Sole | 2025-07-14 | |
| 2024-12-31 | $982 | 5 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||