Position in IQV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$33,620
-$45,169 QoQ
Shares Held
174
-62.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#910
of 1,077 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $1,903,371 across 11 Diagnostics & Research names. IQV ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
3,366 | $1,687,577 | |
| 2 | WAT |
Waters Corp /De/
|
330 | $123,763 | |
| 3 | DHR |
Danaher Corp /De/
|
256 | $48,762 | |
| 4 | IQV |
Iqvia Holdings Inc.
This page
|
174 | $33,620 | |
| 5 | NTRA |
Natera, Inc.
|
12 | $3,257 | |
| 6 | A |
Agilent Technologies, Inc.
|
19 | $2,523 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
4 | $2,105 | |
| 8 | CRL |
Charles River Laboratories International, Inc.
|
5 | $1,133 |
All Filings in IQV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,620 | 174 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $78,789 | 462 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $104,139 | 462 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $166,577 | 877 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $236,857 | 1,503 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $546,353 | 3,099 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,300,503 | 6,618 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,806,185 | 7,622 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,398,252 | 6,613 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,650,613 | 6,527 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,704,576 | 7,367 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,588,953 | 8,076 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,137,337 | 9,509 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,265,158 | 11,389 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,207,894 | 10,776 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,042,353 | 11,275 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,475,204 | 11,407 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,929,430 | 12,670 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,577,253 | 12,679 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,056,290 | 12,759 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,073,586 | 12,684 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,337,959 | 12,105 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,069,234 | 11,549 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,928,287 | 12,233 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,797,477 | 12,669 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||