Position in IQV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$325,962
-$19,893 QoQ
Shares Held
1,687
-16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#727
of 1,077 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, 2026ProVise Management Group, LLC holds $5,790,786 across 2 Diagnostics & Research names. IQV ranks #2 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
10,900 | $5,464,824 | |
| 2 | IQV |
Iqvia Holdings Inc.
This page
|
1,687 | $325,962 |
All Filings in IQV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,962 | 1,687 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $345,855 | 2,028 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $391,086 | 1,735 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $388,997 | 2,048 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $373,961 | 2,373 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $405,490 | 2,300 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $456,689 | 2,324 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $570,860 | 2,409 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $505,341 | 2,390 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $633,236 | 2,504 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $536,338 | 2,318 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $478,496 | 2,432 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $378,287 | 1,683 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $349,051 | 1,755 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $486,613 | 2,375 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $458,284 | 2,530 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $557,447 | 2,569 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $654,786 | 2,832 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,098,088 | 3,892 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $935,643 | 3,906 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $970,733 | 4,006 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,096,262 | 5,676 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,008,010 | 5,626 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $875,319 | 5,553 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $972,161 | 6,852 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $786,299 | 7,290 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||