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Equibles

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in IQV — Iqvia Holdings Inc.

CIK 1463217 IRVING, TX
Back to IQV Full portfolio

Position in IQV

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$1,566,627
+$221,579 QoQ
Shares Held
8,108
+2.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in IQV Over Time

Shares Held

Position Value (USD)

Position in Diagnostics & Research

Healthcare · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $57,574,576 across 16 Diagnostics & Research names. IQV ranks #6 (2.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TMO
Thermo Fisher Scientific Inc.
 48,493 $24,312,450
2 DHR
Danaher Corp /De/
 95,386 $18,169,125
3 LH
Labcorp Holdings Inc.
 8,214 $2,299,920
4 WAT
Waters Corp /De/
 5,993 $2,247,614
5 IDXX
Idexx Laboratories Inc /De
 3,624 $1,907,818
6 IQV
Iqvia Holdings Inc.
This page 		8,108 $1,566,627
7 MTD
Mettler Toledo International Inc/
 1,003 $1,281,342
8 NTRA
Natera, Inc.
 4,050 $1,099,372

All Filings in IQV

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,566,627 8,108
2026-03-31 $1,345,048 7,887
2025-12-31 $1,814,325 8,049
2025-09-30 $1,500,146 7,898
2025-06-30 $731,375 4,641
2025-03-31 $433,698 2,460
2024-12-31 $547,476 2,786
2024-09-30 $844,324 3,563
2024-06-30 $681,682 3,224
2024-03-31 $876,010 3,464
2023-12-31 $843,611 3,646
2023-09-30 $422,028 2,145
2023-06-30 $567,319 2,524
2023-03-31 $564,250 2,837
2022-12-31 $488,047 2,382
2022-09-30 $627,287 3,463
2022-06-30 $401,431 1,850
2022-03-31 $394,444 1,706
2021-12-31 $484,716 1,718
2021-09-30 $402,427 1,680
2021-06-30 $438,599 1,810
2020-12-31 $308,530 1,722
2020-09-30 $321,092 2,037
2020-06-30 $291,137 2,052
2020-03-31 $352,378 3,267