Position in IQV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$966
+$963 QoQ
Shares Held
5
-70.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,047
of 1,077 holders
Holding Since
Sep 2023
7 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, 2026VALLEY NATIONAL ADVISERS INC holds $211,327 across 8 Diagnostics & Research names. IQV ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
268 | $134,364 | |
| 2 | DGX |
Quest Diagnostics Inc
|
232 | $49,172 | |
| 3 | DHR |
Danaher Corp /De/
|
69 | $13,143 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
19 | $10,002 | |
| 5 | NTRA |
Natera, Inc.
|
7 | $1,900 | |
| 6 | WAT |
Waters Corp /De/
|
4 | $1,500 | |
| 7 | IQV |
Iqvia Holdings Inc.
This page
|
5 | $966 | |
| 8 | LH |
Labcorp Holdings Inc.
|
1 | $280 |
All Filings in IQV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $966 | 5 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $3 | 17 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2 | 12 | Shares | Sole | 2025-10-17 | |
| 2024-06-30 | $7,188 | 34 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $9,104 | 36 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,404 | 32 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,967 | 10 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||