Position in IQV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,812,483
-$4,567,178 QoQ
Shares Held
51,674
-12.9% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.2244842667492356.ToString("F0")%
Shared 0.ToString("F0")%
None 99.77551573325076.ToString("F0")%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Derivatives in IQV
reported options exposure · as of Sep 30, 2020CallValue
$15,763
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Creative Planning holds $214,044,784 across 30 Diagnostics & Research names. IQV ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
129,348 | $63,578,422 | |
| 2 | DHR |
Danaher Corp /De/
|
188,295 | $35,700,731 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
37,170 | $20,885,450 | |
| 4 | A |
Agilent Technologies, Inc.
|
121,999 | $13,905,446 | |
| 5 | IQV |
Iqvia Holdings Inc.
This page
|
51,674 | $8,812,483 | |
| 6 | ILMN |
Illumina, Inc.
|
69,584 | $8,576,923 | |
| 7 | MTD |
Mettler Toledo International Inc/
|
6,367 | $8,030,060 | |
| 8 | MEDP |
Medpace Holdings, Inc.
|
16,032 | $7,698,406 |
All Filings in IQV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,812,483 | 51,674 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,379,661 | 59,357 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,528,529 | 50,166 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,169,805 | 39,151 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,482,930 | 31,100 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,813,315 | 24,494 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,979,450 | 21,013 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,771,446 | 17,837 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $4,591,722 | 18,157 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,685,883 | 15,930 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,281,002 | 16,676 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $2,813,220 | 12,516 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,745,060 | 8,774 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,595,478 | 7,787 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,154,948 | 6,376 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,403,925 | 6,470 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $875,361 | 3,786 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $906,233 | 3,212 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $791,679 | 3,305 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $960,071 | 3,962 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,049,522 | 5,434 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $369,090 | 2,060 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $379,100 | 2,405 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $15,763 | 100 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $376,975 | 2,657 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $334,689 | 3,103 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||