SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in IQV — Iqvia Holdings Inc.

CIK 1531593 NEW YORK, NY

Position in IQV

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$7,535

+$2,760 QoQ

Shares Held

+39.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#977

of 1,077 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $178,087 across 10 Diagnostics & Research names. IQV ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WAT	Waters Corp /De/	182	$68,257
2	TMO	Thermo Fisher Scientific Inc.	86	$43,116
3	DHR	Danaher Corp /De/	146	$27,810
4	A	Agilent Technologies, Inc.	66	$8,766
5	IQV	Iqvia Holdings Inc. This page	39	$7,535
6	MTD	Mettler Toledo International Inc/	5	$6,387
7	DGX	Quest Diagnostics Inc	26	$5,510
8	LH	Labcorp Holdings Inc.	19	$5,320

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,535	39	+39.3%	Shares	Sole	2026-08-03
2026-03-31	$4,775	28	-88.9%	Shares	Sole	2026-04-30
2025-12-31	$56,803	252	-13.7%	Shares	Sole	2026-02-17
2025-09-30	$55,462	292	+163.1%	Shares	Sole	2025-11-13
2025-06-30	$17,492	111	+11000.0%	Shares	Sole	2025-08-12
2023-12-31	$231	1	-99.6%	Shares	Sole	2024-02-14
2023-06-30	$54,619	243	-33.4%	Shares	Sole	2023-08-14
2023-03-31	$72,594	365	-78.0%	Shares	Sole	2023-05-12
2022-12-31	$339,502	1,657	+111.4%	Shares	Sole	2023-02-13
2022-09-30	$142,013	784	+98.5%	Shares	Sole	2022-11-02
2022-06-30	$85,711	395	+400.0%	Shares	Sole	2022-08-02
2022-03-31	$18,265	79	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.