Position in IQV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,357,817
+$844,213 QoQ
Shares Held
38,080
-0.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#264
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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $13,376,260 across 7 Diagnostics & Research names. IQV ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
38,080 | $7,357,817 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
5,200 | $2,607,072 | |
| 3 | MEDP |
Medpace Holdings, Inc.
|
2,962 | $1,568,645 | |
| 4 | GRAL |
GRAIL, Inc.
|
8,546 | $583,435 | |
| 5 | WAT |
Waters Corp /De/
|
1,431 | $536,682 | |
| 6 | LH |
Labcorp Holdings Inc.
|
1,667 | $466,760 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
486 | $255,849 |
All Filings in IQV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,357,817 | 38,080 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $6,513,604 | 38,194 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $10,269,905 | 45,561 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,991,949 | 47,341 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $7,745,548 | 49,150 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $8,665,145 | 49,150 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,628,007 | 48,995 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $11,610,345 | 48,995 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $10,570,942 | 49,995 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $15,395,943 | 60,880 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $11,772,614 | 50,880 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $10,098,193 | 51,325 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $11,648,705 | 51,825 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,255,762 | 51,565 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $12,614,052 | 61,565 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $11,416,348 | 63,025 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $13,675,794 | 63,025 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $11,301,082 | 48,878 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $14,633,191 | 51,865 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $12,395,476 | 51,747 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $12,752,332 | 52,626 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $10,162,254 | 52,616 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $9,427,208 | 52,616 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $7,998,776 | 50,744 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $7,199,558 | 50,744 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $5,473,247 | 50,744 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||