Position in IQV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,421,280
+$563,402 QoQ
Shares Held
33,233
-3.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#281
of 1,082 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026MIDDLETON & CO INC/MA holds $29,236,724 across 6 Diagnostics & Research names. IQV ranks #3 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
66,566 | $12,679,491 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
13,158 | $6,926,897 | |
| 3 | IQV |
Iqvia Holdings Inc.
This page
|
33,233 | $6,421,280 | |
| 4 | TMO |
Thermo Fisher Scientific Inc.
|
5,087 | $2,550,418 | |
| 5 | MTD |
Mettler Toledo International Inc/
|
345 | $440,740 | |
| 6 | WAT |
Waters Corp /De/
|
581 | $217,898 |
All Filings in IQV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,421,280 | 33,233 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,857,878 | 34,349 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,302,138 | 45,704 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $8,657,465 | 45,580 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,948,615 | 44,093 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,131,308 | 46,122 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,518,551 | 48,438 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,335,933 | 47,837 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $10,053,760 | 47,549 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,398,438 | 49,027 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,387,366 | 49,215 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,800,511 | 49,812 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $11,016,876 | 49,014 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $9,699,069 | 48,766 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $10,032,643 | 48,966 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,041,421 | 49,914 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $11,932,063 | 54,989 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $12,697,590 | 54,918 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $15,576,667 | 55,209 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $13,245,124 | 55,294 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $13,672,663 | 56,424 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,863,817 | 61,426 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $10,971,116 | 61,233 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $9,322,711 | 59,143 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $8,305,513 | 58,539 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $6,312,182 | 58,522 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||