Position in IQV
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,378,944
+$1,195,646 QoQ
Shares Held
22,663
+21.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#331
of 1,077 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 21%
Shared 29%
None 50%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Corient Private Wealth LLC holds $750,824,495 across 25 Diagnostics & Research names. IQV ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
16,187,054 | $382,526,542 | |
| 2 | DHR |
Danaher Corp /De/
|
705,975 | $134,474,118 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
115,405 | $60,753,808 | |
| 4 | MTD |
Mettler Toledo International Inc/
|
26,295 | $33,592,125 | |
| 5 | A |
Agilent Technologies, Inc.
|
243,555 | $32,351,410 | |
| 6 | ICLR |
Icon PLC
|
114,844 | $19,949,551 | |
| 7 | RVTY |
Revvity, Inc.
|
162,985 | $18,133,711 | |
| 8 | ILMN |
Illumina, Inc.
|
91,197 | $16,035,168 |
All Filings in IQV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,378,944 | 22,663 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,183,298 | 18,666 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,461,846 | 15,358 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $2,464,470 | 12,975 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,884,617 | 11,959 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $2,386,571 | 13,537 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,600,415 | 13,233 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $5,028,266 | 21,219 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $3,572,700 | 16,897 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $4,058,377 | 16,048 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,983,437 | 17,216 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $3,512,971 | 17,855 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $3,758,603 | 16,722 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $3,973,026 | 19,976 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $3,291,557 | 16,065 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||