B. Riley Wealth Advisors, Inc.

Position in IQV — Iqvia Holdings Inc.

CIK 1464811 MEMPHIS, TN

Position in IQV

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$296,206

+$41,079 QoQ

Shares Held

1,533

+2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#747

of 1,082 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $2,712,920 across 5 Diagnostics & Research names. IQV ranks #3 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	2,883	$1,445,420
2	WGS	GeneDx Holdings Corp.	7,108	$487,964
3	IQV	Iqvia Holdings Inc. This page	1,533	$296,206
4	WAT	Waters Corp /De/	670	$251,276
5	A	Agilent Technologies, Inc.	1,747	$232,054

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,206	1,533	+2.5%	Shares	Sole	2026-07-14
2026-03-31	$255,127	1,496	-0.7%	Shares	Sole	2026-04-27
2025-12-31	$339,692	1,507	-10.8%	Shares	Sole	2026-02-17
2025-09-30	$320,808	1,689	+9.8%	Shares	Sole	2025-10-31
2025-06-30	$242,373	1,538	-54.6%	Shares	Sole	2025-08-19
2025-03-31	$597,128	3,387	+42.1%	Shares	Sole	2026-08-28
2024-12-31	$468,479	2,384	-14.4%	Shares	Sole	2025-02-25
2024-09-30	$660,198	2,786	-12.8%	Shares	Sole	2024-12-13
2024-06-30	$675,339	3,194	-10.5%	Shares	Sole	2024-08-19
2024-03-31	$902,311	3,568	+13.9%	Shares	Sole	2024-05-16
2023-12-31	$724,682	3,132	-12.2%	Shares	Sole	2024-03-15
2023-09-30	$702,004	3,568	+1.6%	Shares	Sole	2023-12-01
2023-06-30	$789,392	3,512	-23.4%	Shares	Sole	2023-07-27
2023-03-31	$912,109	4,586	-4.6%	Shares	Sole	2023-05-17
2022-12-31	$985,316	4,809	+24.3%	Shares	Sole	2023-03-15
2022-09-30	$701,011	3,870	+7.7%	Shares	Other	2022-11-22
2022-06-30	$779,644	3,593	-15.3%	Shares	Other	2022-08-12
2022-03-31	$980,792	4,242	-11.8%	Shares	Other	2022-05-02
2021-12-31	$1,356,810	4,809	-8.7%	Shares	Other	2022-01-28
2021-09-30	$1,261,656	5,267	-2.8%	Shares	Other	2021-11-16
2021-06-30	$1,312,647	5,417	+19.5%	Shares	Other	2021-08-10
2021-03-31	$875,696	4,534	+4.3%	Shares	Other	2021-05-13
2020-12-31	$779,210	4,349	-0.1%	Shares	Other	2021-02-04
2020-09-30	$686,477	4,355	+12.4%	Shares	Other	2020-11-09
2020-06-30	$549,501	3,873	-12.7%	Shares	Other	2020-07-31
2020-03-31	$478,574	4,437	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.