Position in LH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$281,120
+$13,243 QoQ
Shares Held
1,004
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#717
of 1,044 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LH Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,371,503 across 14 Diagnostics & Research names. LH ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
3,146 | $599,250 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
1,016 | $509,381 | |
| 3 | RVTY |
Revvity, Inc.
|
3,124 | $347,576 | |
| 4 | LH |
Labcorp Holdings Inc.
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|
1,004 | $281,120 | |
| 5 | ILMN |
Illumina, Inc.
|
1,416 | $248,975 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
408 | $214,787 | |
| 7 | WAT |
Waters Corp /De/
|
251 | $94,135 | |
| 8 | DGX |
Quest Diagnostics Inc
|
195 | $41,330 |
All Filings in LH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,120 | 1,004 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $267,877 | 1,004 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $251,883 | 1,004 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $290,504 | 1,012 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $324,724 | 1,237 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $287,899 | 1,237 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $283,668 | 1,237 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $281,361 | 1,259 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $263,341 | 1,294 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||