Position in IQV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,004,139
-$647,890 QoQ
Shares Held
5,888
-19.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Clearstead Advisors, LLC holds $35,731,255 across 21 Diagnostics & Research names. IQV ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
95,458 | $18,098,836 | |
| 2 | TWST |
Twist Bioscience Corp
|
107,303 | $5,099,038 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
6,212 | $3,053,384 | |
| 4 | LH |
Labcorp Holdings Inc.
|
9,379 | $2,502,410 | |
| 5 | SHC |
Sotera Health Co
|
117,323 | $1,682,411 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
2,143 | $1,204,130 | |
| 7 | OPK |
Opko Health, Inc.
|
884,119 | $1,007,895 | |
| 8 | IQV |
Iqvia Holdings Inc.
This page
|
5,888 | $1,004,139 |
All Filings in IQV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,004,139 | 5,888 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,652,029 | 7,329 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,213,906 | 6,391 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $951,528 | 6,038 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,066,059 | 11,719 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,156,461 | 5,885 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,395,990 | 5,891 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $63,432 | 300 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $75,867 | 300 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $72,190 | 312 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $59,025 | 300 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $67,431 | 300 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $129,875 | 653 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $162,887 | 795 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $144,006 | 795 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $157,968 | 728 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $69,363 | 300 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $84,642 | 300 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $71,862 | 300 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $77,057 | 318 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $57,942 | 300 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $53,751 | 300 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $47,289 | 300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $42,564 | 300 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $32,358 | 300 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||