Position in IQV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,410
-$729 QoQ
Shares Held
28
-22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#993
of 1,077 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $861,969 across 21 Diagnostics & Research names. IQV ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | A |
Agilent Technologies, Inc.
|
4,065 | $539,953 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
200 | $100,272 | |
| 3 | DGX |
Quest Diagnostics Inc
|
310 | $65,704 | |
| 4 | DHR |
Danaher Corp /De/
|
178 | $33,905 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
44 | $23,163 | |
| 6 | NTRA |
Natera, Inc.
|
64 | $17,372 | |
| 7 | MEDP |
Medpace Holdings, Inc.
|
24 | $12,710 | |
| 8 | WAT |
Waters Corp /De/
|
31 | $11,626 |
All Filings in IQV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,410 | 28 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,139 | 36 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $18,934 | 84 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $10,256 | 54 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $4,412 | 28 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,346 | 36 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $5,305 | 27 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,767 | 37 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,823 | 37 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,115 | 40 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,792 | 38 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,312 | 27 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,169 | 23 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,773 | 24 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,351 | 31 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,796 | 32 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $12,802 | 59 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $12,132 | 43 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,300 | 43 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||