Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

Position in IQV — Iqvia Holdings Inc.

CIK 1599852 FORT WORTH, TX

Back to IQV Full portfolio

Position in IQV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,426,929

+$225,475 QoQ

Shares Held

7,385

+4.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#460

of 1,082 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in IQV Over Time

Shares Held

Position Value (USD)

Position in Diagnostics & Research

Healthcare · as of Jun 30, 2026

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. holds $3,313,922 across 3 Diagnostics & Research names. IQV ranks #2 (43.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	3,190	$1,599,338
2	IQV	Iqvia Holdings Inc. This page	7,385	$1,426,929
3	WAT	Waters Corp /De/	767	$287,655

All Filings in IQV

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,426,929	7,385	+4.8%	Shares	Sole	2026-08-14
2026-03-31	$1,201,454	7,045	+2.4%	Shares	Sole	2026-05-15
2025-12-31	$1,551,046	6,881	+1.9%	Shares	Sole	2026-02-17
2025-09-30	$1,283,234	6,756	+0.4%	Shares	Sole	2025-11-14
2025-06-30	$1,060,738	6,731	-0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,186,851	6,732	+4.1%	Shares	Sole	2025-05-15
2024-12-31	$1,270,830	6,467	+2.2%	Shares	Sole	2025-02-14
2024-09-30	$1,498,835	6,325	+0.6%	Shares	Sole	2024-11-14
2024-06-30	$1,328,900	6,285	-0.6%	Shares	Sole	2024-08-14
2024-03-31	$1,599,529	6,325	+2.2%	Shares	Sole	2024-05-15
2023-12-31	$1,432,242	6,190	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,217,882	6,190	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,391,326	6,190	+1.3%	Shares	Sole	2023-08-14
2023-03-31	$1,215,217	6,110	+2.0%	Shares	Sole	2023-05-15
2022-12-31	$1,227,905	5,993	-2.2%	Shares	Sole	2023-02-14
2022-09-30	$1,109,482	6,125	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,329,063	6,125	-1.2%	Shares	Sole	2022-08-15
2022-03-31	$1,433,502	6,200	-3.6%	Shares	Sole	2022-05-16
2021-12-31	$1,814,160	6,430	0.0%	Shares	Sole	2022-02-14
2021-09-30	$1,540,242	6,430	0.0%	Shares	Sole	2021-11-15
2021-06-30	$1,558,117	6,430	0.0%	Shares	Sole	2021-08-16
2021-03-31	$1,241,890	6,430	+1.4%	Shares	Sole	2021-05-17
2020-12-31	$1,135,937	6,340	+24.6%	Shares	Sole	2021-02-16
2020-09-30	$802,336	5,090	+1.5%	Shares	Sole	2020-11-16
2020-06-30	$711,528	5,015	0.0%	Shares	Sole	2020-08-14
2020-03-31	$540,917	5,015	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.