Position in IQV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$717,232
+$112 QoQ
Shares Held
3,712
-11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#570
of 1,077 holders
Holding Since
Mar 2021
22 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, 2026Dynamic Advisor Solutions LLC holds $3,709,401 across 7 Diagnostics & Research names. IQV ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
2,748 | $1,377,737 | |
| 2 | IQV |
Iqvia Holdings Inc.
This page
|
3,712 | $717,232 | |
| 3 | WAT |
Waters Corp /De/
|
1,450 | $543,808 | |
| 4 | LH |
Labcorp Holdings Inc.
|
1,117 | $312,760 | |
| 5 | DHR |
Danaher Corp /De/
|
1,536 | $292,577 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
493 | $259,534 | |
| 7 | A |
Agilent Technologies, Inc.
|
1,549 | $205,753 |
All Filings in IQV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,232 | 3,712 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $717,120 | 4,205 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $918,996 | 4,077 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $647,695 | 3,410 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $511,221 | 3,244 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $312,051 | 1,770 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $289,066 | 1,471 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $383,417 | 1,618 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $360,505 | 1,705 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $470,122 | 1,859 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $422,268 | 1,825 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $309,684 | 1,574 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $288,829 | 1,285 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $260,545 | 1,310 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $265,537 | 1,296 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $252,509 | 1,394 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $304,002 | 1,401 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $296,180 | 1,281 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $421,799 | 1,495 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $334,637 | 1,397 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $263,159 | 1,086 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $206,080 | 1,067 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||