Position in IQV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$900,790
+$188,275 QoQ
Shares Held
4,662
+11.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#536
of 1,082 holders
Holding Since
Mar 2020
24 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, 2026Arkadios Wealth Advisors holds $18,008,712 across 10 Diagnostics & Research names. IQV ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICLR |
Icon PLC
|
33,838 | $5,877,998 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
8,954 | $4,489,176 | |
| 3 | DHR |
Danaher Corp /De/
|
11,204 | $2,134,137 | |
| 4 | ILMN |
Illumina, Inc.
|
8,265 | $1,453,233 | |
| 5 | DGX |
Quest Diagnostics Inc
|
6,013 | $1,274,454 | |
| 6 | IQV |
Iqvia Holdings Inc.
This page
|
4,662 | $900,790 | |
| 7 | MEDP |
Medpace Holdings, Inc.
|
1,118 | $592,081 | |
| 8 | IDXX |
Idexx Laboratories Inc /De
|
884 | $465,372 |
All Filings in IQV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $900,790 | 4,662 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $712,515 | 4,178 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $607,029 | 2,693 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $430,973 | 2,269 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $300,838 | 1,909 | Shares | Sole | 2025-08-04 | |
| 2024-09-30 | $236,970 | 1,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $202,770 | 959 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $239,233 | 946 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $235,544 | 1,018 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $203,833 | 1,036 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $229,714 | 1,022 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $254,181 | 1,278 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $279,060 | 1,362 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $245,444 | 1,355 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $278,832 | 1,285 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $318,144 | 1,376 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $333,207 | 1,181 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $231,874 | 968 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $261,220 | 1,078 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $63,543 | 329 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $56,438 | 315 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $162,831 | 1,033 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $151,669 | 1,069 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $11,648 | 108 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||