Position in IQV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$464,694
+$389,486 QoQ
Shares Held
2,405
+445.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#654
of 1,077 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $27,460,652 across 31 Diagnostics & Research names. IQV ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
30,021 | $15,051,328 | |
| 2 | DHR |
Danaher Corp /De/
|
17,252 | $3,286,160 | |
| 3 | ICLR |
Icon PLC
|
9,811 | $1,704,268 | |
| 4 | A |
Agilent Technologies, Inc.
|
12,482 | $1,657,984 | |
| 5 | NTRA |
Natera, Inc.
|
5,722 | $1,553,236 | |
| 6 | MEDP |
Medpace Holdings, Inc.
|
2,852 | $1,510,390 | |
| 7 | ILMN |
Illumina, Inc.
|
5,910 | $1,039,155 | |
| 8 | SHC |
Sotera Health Co
|
32,287 | $573,094 |
All Filings in IQV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,694 | 2,405 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $75,208 | 441 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $205,123 | 910 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $83,573 | 440 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $42,391 | 269 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $25,563 | 145 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $23,777 | 121 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $43,602 | 184 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $42,288 | 200 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $41,221 | 163 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $36,789 | 159 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||