Position in IQV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$772
-$6,390 QoQ
Shares Held
4
-90.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,056
of 1,077 holders
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 Jun 30, 2026Whipplewood Advisors, LLC holds $172,289 across 10 Diagnostics & Research names. IQV ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
319 | $159,933 | |
| 2 | MTD |
Mettler Toledo International Inc/
|
2 | $2,555 | |
| 3 | A |
Agilent Technologies, Inc.
|
14 | $1,859 | |
| 4 | ICLR |
Icon PLC
|
9 | $1,563 | |
| 5 | CRL |
Charles River Laboratories International, Inc.
|
6 | $1,360 | |
| 6 | ILMN |
Illumina, Inc.
|
7 | $1,230 | |
| 7 | RVTY |
Revvity, Inc.
|
11 | $1,223 | |
| 8 | IDXX |
Idexx Laboratories Inc /De
|
2 | $1,052 |
All Filings in IQV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772 | 4 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,162 | 42 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $7,090 | 45 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $574,560 | 3,259 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $8,842 | 45 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||