Position in IQV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,301,163
+$485,207 QoQ
Shares Held
17,085
+3.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#364
of 1,082 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Modera Wealth Management, LLC holds $11,338,102 across 6 Diagnostics & Research names. IQV ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | A |
Agilent Technologies, Inc.
|
32,365 | $4,299,042 | |
| 2 | IQV |
Iqvia Holdings Inc.
This page
|
17,085 | $3,301,163 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
4,082 | $2,046,551 | |
| 4 | DHR |
Danaher Corp /De/
|
5,575 | $1,061,926 | |
| 5 | LH |
Labcorp Holdings Inc.
|
1,384 | $387,520 | |
| 6 | WAT |
Waters Corp /De/
|
645 | $241,900 |
All Filings in IQV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,301,163 | 17,085 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,815,956 | 16,512 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,868,486 | 17,162 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,718,801 | 14,314 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,587,246 | 10,072 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||