Position in IQV
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$126,172
+$15,151 QoQ
Shares Held
653
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#857
of 1,077 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $571,735 across 20 Diagnostics & Research names. IQV ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
333 | $166,952 | |
| 2 | IQV |
Iqvia Holdings Inc.
This page
|
653 | $126,172 | |
| 3 | RVTY |
Revvity, Inc.
|
424 | $47,174 | |
| 4 | DHR |
Danaher Corp /De/
|
203 | $38,667 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
62 | $32,639 | |
| 6 | DGX |
Quest Diagnostics Inc
|
133 | $28,189 | |
| 7 | WAT |
Waters Corp /De/
|
60 | $22,502 | |
| 8 | A |
Agilent Technologies, Inc.
|
128 | $17,002 |
All Filings in IQV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,172 | 653 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $111,021 | 651 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $176,945 | 785 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $127,069 | 669 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,558 | 67 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,632 | 83 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $17,685 | 90 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $25,355 | 107 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $19,663 | 93 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $23,012 | 91 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $20,130 | 87 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $20,658 | 105 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $13,036 | 58 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $11,336 | 57 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $13,317 | 65 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,592 | 64 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $17,793 | 82 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,936 | 30 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,232 | 15 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||