Position in IQV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$673,564
+$96,798 QoQ
Shares Held
3,486
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#584
of 1,077 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $882,129 across 2 Diagnostics & Research names. IQV ranks #1 (76.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
3,486 | $673,564 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
416 | $208,565 |
All Filings in IQV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $673,564 | 3,486 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $576,766 | 3,382 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $749,262 | 3,324 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $622,813 | 3,279 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $489,159 | 3,104 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $550,761 | 3,124 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $708,222 | 3,604 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $898,353 | 3,791 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $797,128 | 3,770 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $992,593 | 3,925 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $946,112 | 4,089 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $881 | 3,956 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $870,758 | 3,874 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $831,956 | 4,183 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,027,113 | 5,013 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $893,020 | 4,930 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,097,752 | 5,059 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,676,041 | 7,249 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,478,413 | 5,240 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,210,156 | 5,052 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,185,914 | 4,894 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $906,985 | 4,696 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $841,382 | 4,696 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $698,773 | 4,433 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $603,557 | 4,254 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $448,697 | 4,160 | Shares | Sole | 2020-06-29 | |
| No filing history on record for this holder in this stock. | ||||||