SVB WEALTH LLC

Position in IQV — Iqvia Holdings Inc.

CIK 1626116 BOSTON, MA

Position in IQV

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$690,512

-$456,146 QoQ

Shares Held

4,049

-20.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Healthcare · as of Jun 30, 2026

SVB WEALTH LLC holds $3,455,819 across 2 Diagnostics & Research names.

#	Ticker	Company	Shares	Value (USD)	Open
1	DHR	Danaher Corp /De/	11,752	$2,238,519
2	TMO	Thermo Fisher Scientific Inc.	2,428	$1,217,300

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$690,512	4,049	-20.4%	Shares	Sole	2026-04-17
2025-12-31	$1,146,658	5,087	-4.8%	Shares	Sole	2026-02-04
2025-09-30	$1,014,657	5,342	-28.1%	Shares	Sole	2025-11-06
2025-06-30	$1,171,522	7,434	-39.3%	Shares	Sole	2025-08-14
2025-03-31	$2,158,088	12,241	-52.3%	Shares	Sole	2025-05-14
2024-12-31	$5,042,249	25,659	-12.5%	Shares	Sole	2025-02-05
2024-06-30	$6,198,997	29,318	-4.5%	Shares	Sole	2024-08-06
2024-03-31	$7,767,009	30,713	-13.3%	Shares	Sole	2024-05-15
2023-12-31	$8,200,800	35,443	-26.6%	Shares	Sole	2024-01-30
2023-09-30	$9,502,434	48,297	-6.6%	Shares	Sole	2023-10-23
2023-06-30	$11,626,901	51,728	-12.5%	Shares	Sole	2023-07-24
2023-03-31	$11,756,784	59,112	-8.8%	Shares	Sole	2023-05-12
2022-12-31	$13,277,486	64,803	-1.8%	Shares	Sole	2023-02-10
2022-09-30	$11,949,986	65,971	-1.7%	Shares	Sole	2022-11-09
2022-06-30	$14,570,009	67,146	-0.5%	Shares	Sole	2022-08-16
2022-03-31	$15,606,905	67,501	-14.0%	Shares	Sole	2022-05-13
2021-12-31	$22,144,039	78,486	+0.9%	Shares	Sole	2022-02-15
2021-09-30	$18,632,617	77,785	-0.4%	Shares	Sole	2021-11-09
2021-06-30	$18,931,491	78,126	+2.6%	Shares	Sole	2021-08-13
2021-03-31	$14,710,314	76,164	-3.7%	Shares	Sole	2021-05-11
2020-12-31	$14,172,346	79,100	+4.0%	Shares	Sole	2021-02-10
2020-09-30	$11,993,750	76,088	+2.5%	Shares	Sole	2020-11-10
2020-06-30	$10,537,143	74,268	+0.3%	Shares	Sole	2020-08-05
2020-03-31	$7,989,190	74,070	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.