CWM, LLC

Position in IQV — Iqvia Holdings Inc.

CIK 1535847 OMAHA, NE

Position in IQV

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$5,503,666

-$7,080,974 QoQ

Shares Held

32,272

-42.2% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 4.207982151710461.ToString("F0")% Shared 0.ToString("F0")% None 95.79201784828953.ToString("F0")%

Healthcare · as of Mar 31, 2026

CWM, LLC holds $114,534,279 across 33 Diagnostics & Research names. IQV ranks #7 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHR	Danaher Corp /De/	114,138	$21,640,564
2	MEDP	Medpace Holdings, Inc.	34,731	$16,677,478
3	NTRA	Natera, Inc.	79,781	$15,955,402
4	ILMN	Illumina, Inc.	125,189	$15,430,796
5	TMO	Thermo Fisher Scientific Inc.	26,183	$12,869,729
6	A	Agilent Technologies, Inc.	83,703	$9,540,467
7	IQV	Iqvia Holdings Inc. This page	32,272	$5,503,666
8	IDXX	Idexx Laboratories Inc /De	5,129	$2,881,933

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,503,666	32,272	-42.2%	Shares	Sole	2026-05-14
2025-12-31	$12,584,640	55,830	+23.9%	Shares	Sole	2026-01-26
2025-09-30	$8,560,215	45,068	+37.8%	Shares	Sole	2025-10-15
2025-06-30	$5,153,980	32,705	+171.7%	Shares	Sole	2025-07-25
2025-03-31	$2,122,475	12,039	+4.0%	Shares	Sole	2025-05-01
2024-12-31	$2,275,389	11,579	+103.0%	Shares	Sole	2025-02-04
2024-09-30	$1,351,439	5,703	-14.1%	Shares	Sole	2024-10-08
2024-06-30	$1,403,961	6,640	+21.2%	Shares	Sole	2024-07-10
2024-03-31	$1,385,078	5,477	+37.6%	Shares	Sole	2024-04-05
2023-12-31	$920,892	3,980	+5.5%	Shares	Sole	2024-02-01
2023-09-30	$742,337	3,773	+5.8%	Shares	Sole	2023-10-11
2023-06-30	$801,529	3,566	+30.1%	Shares	Sole	2023-08-03
2023-03-31	$545,356	2,742	-9.7%	Shares	Sole	2023-05-01
2022-12-31	$622,455	3,038	-21.2%	Shares	Sole	2023-02-01
2022-09-30	$698,113	3,854	-2.4%	Shares	Sole	2022-10-27
2022-06-30	$856,676	3,948	-18.4%	Shares	Sole	2022-07-28
2022-03-31	$1,119,056	4,840	-95.2%	Shares	Sole	2022-04-21
2021-12-31	$28,458,615	100,867	+13.5%	Shares	Sole	2022-01-31
2021-06-30	$21,533,282	88,863	0.0%	Shares	Sole	2021-09-15
2021-03-31	$17,162,999	88,863	0.0%	Shares	Sole	2021-09-15
2020-12-31	$15,921,583	88,863	0.0%	Shares	Sole	2021-09-15
2020-09-30	$14,007,474	88,863	0.0%	Shares	Sole	2021-09-15
2020-06-30	$12,607,882	88,863	0.0%	Shares	Sole	2021-09-15
2020-03-31	$9,584,763	88,863	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.