Position in IQV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$25,239
+$16,237 QoQ
Shares Held
148
+289.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Ascentis Independent Advisors holds $4,343,093 across 21 Diagnostics & Research names. IQV ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
5,319 | $2,614,443 | |
| 2 | DHR |
Danaher Corp /De/
|
5,432 | $1,029,905 | |
| 3 | DGX |
Quest Diagnostics Inc
|
1,428 | $279,857 | |
| 4 | NTRA |
Natera, Inc.
|
556 | $111,193 | |
| 5 | VCYT |
Veracyte, Inc.
|
3,300 | $106,293 | |
| 6 | GH |
Guardant Health, Inc.
|
408 | $37,685 | |
| 7 | RVTY |
Revvity, Inc.
|
327 | $28,647 | |
| 8 | IQV |
Iqvia Holdings Inc.
This page
|
148 | $25,239 |
All Filings in IQV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,239 | 148 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $9,002 | 38 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||