WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in IQV — Iqvia Holdings Inc.
CIK 1632972
PLYMOUTH, MN
Position in IQV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,120,650
+$2,522,334 QoQ
Shares Held
42,028
+28.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#10
of 107 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 2.5911297230417816.ToString("F0")%
Shared 0.ToString("F0")%
None 97.40887027695821.ToString("F0")%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $184,108,370 across 28 Diagnostics & Research names. IQV ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
93,673 | $46,963,895 | |
| 2 | DHR |
Danaher Corp /De/
|
139,461 | $26,564,531 | |
| 3 | ILMN |
Illumina, Inc.
|
107,790 | $18,952,715 | |
| 4 | LH |
Labcorp Holdings Inc.
|
56,094 | $15,706,320 | |
| 5 | NTRA |
Natera, Inc.
|
55,459 | $15,054,345 | |
| 6 | A |
Agilent Technologies, Inc.
|
103,978 | $13,811,397 | |
| 7 | MEDP |
Medpace Holdings, Inc.
|
15,922 | $8,432,131 | |
| 8 | IQV |
Iqvia Holdings Inc.
This page
|
42,028 | $8,120,650 |
All Filings in IQV
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,120,650 | 42,028 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,598,316 | 32,827 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $8,105,743 | 35,960 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,029,611 | 26,480 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,197,343 | 20,289 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,337,561 | 13,259 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,937,785 | 9,861 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,274,424 | 5,378 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,144,101 | 5,411 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,491,545 | 5,898 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,295,265 | 5,598 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $13,949,181 | 70,898 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||