Smith Salley Wealth Management

Position in IQV — Iqvia Holdings Inc.

CIK 1482012 GREENSBORO, NC

Position in IQV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,575,622

+$360,820 QoQ

Shares Held

13,330

+2.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#390

of 1,077 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Smith Salley Wealth Management holds $32,573,556 across 4 Diagnostics & Research names. IQV ranks #2 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	58,868	$29,514,060
2	IQV	Iqvia Holdings Inc. This page	13,330	$2,575,622
3	RVTY	Revvity, Inc.	2,334	$259,680
4	DHR	Danaher Corp /De/	1,177	$224,194

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,575,622	13,330	+2.6%	Shares	Sole	2026-07-23
2026-03-31	$2,214,802	12,987	+0.5%	Shares	Sole	2026-04-16
2025-12-31	$2,911,395	12,916	+1.0%	Shares	Sole	2026-01-27
2025-09-30	$2,428,192	12,784	+3.8%	Shares	Sole	2025-10-20
2025-06-30	$1,940,090	12,311	+6.4%	Shares	Sole	2025-07-17
2025-03-31	$2,040,143	11,572	+4.2%	Shares	Sole	2025-04-25
2024-12-31	$2,182,440	11,106	+6.9%	Shares	Sole	2025-01-15
2024-09-30	$2,462,829	10,393	+3.8%	Shares	Sole	2024-10-24
2024-06-30	$2,117,783	10,016	+12.0%	Shares	Sole	2024-07-29
2024-03-31	$2,262,101	8,945	+31.0%	Shares	Sole	2024-05-02
2023-12-31	$1,579,631	6,827	+5.2%	Shares	Sole	2024-01-24
2023-09-30	$1,276,317	6,487	+7.0%	Shares	Sole	2023-10-27
2023-06-30	$1,363,230	6,065	+1.2%	Shares	Sole	2023-08-04
2023-03-31	$1,192,544	5,996	-1.2%	Shares	Sole	2023-05-03
2022-12-31	$1,243,477	6,069	-0.3%	Shares	Sole	2023-02-03
2022-09-30	$1,103,142	6,090	+7.7%	Shares	Sole	2022-11-01
2022-06-30	$1,226,644	5,653	-1.4%	Shares	Sole	2022-08-01
2022-03-31	$1,325,064	5,731	-11.8%	Shares	Sole	2022-05-10
2021-12-31	$1,833,627	6,499	+15.1%	Shares	Other	2022-02-10
2021-09-30	$1,352,442	5,646	+18.2%	Shares	Sole	2021-11-05
2021-06-30	$1,157,804	4,778	+11.1%	Shares	Sole	2021-08-09
2021-03-31	$830,888	4,302	+0.4%	Shares	Sole	2021-04-30
2020-12-31	$767,564	4,284	+31.9%	Shares	Sole	2021-01-28
2020-09-30	$511,982	3,248	+2.4%	Shares	Sole	2020-11-05
2020-06-30	$450,043	3,172	+18.4%	Shares	Sole	2020-08-04
2020-03-31	$288,956	2,679	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.