Sowell Financial Services LLC

Position in IQV — Iqvia Holdings Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in IQV

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$876,832

+$41,357 QoQ

Shares Held

4,538

-7.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#539

of 1,077 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Sowell Financial Services LLC holds $6,109,982 across 9 Diagnostics & Research names. IQV ranks #4 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	4,150	$2,080,644
2	DGX	Quest Diagnostics Inc	4,815	$1,020,539
3	DHR	Danaher Corp /De/	5,006	$953,542
4	IQV	Iqvia Holdings Inc. This page	4,538	$876,832
5	IDXX	Idexx Laboratories Inc /De	552	$290,594
6	A	Agilent Technologies, Inc.	1,942	$257,955
7	ILMN	Illumina, Inc.	1,251	$219,963
8	VCYT	Veracyte, Inc.	3,566	$209,431

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$876,832	4,538	-7.4%	Shares	Sole	2026-07-20
2026-03-31	$835,475	4,899	+3.2%	Shares	Sole	2026-04-20
2025-12-31	$1,069,795	4,746	+131.4%	Shares	Sole	2026-01-21
2025-09-30	$389,566	2,051	+0.1%	Shares	Sole	2025-10-17
2025-06-30	$322,901	2,049	+18.5%	Shares	Sole	2025-07-14
2025-03-31	$304,822	1,729	-76.9%	Shares	Sole	2025-04-17
2021-03-31	$1,443,142	7,472	+10.0%	Shares	Sole	2021-05-07
2020-12-31	$1,216,922	6,792	+34.3%	Shares	Sole	2021-01-13
2020-09-30	$796,977	5,056	-21.9%	Shares	Sole	2020-11-12
2020-06-30	$918,814	6,476	-51.2%	Shares	Sole	2020-08-13
2020-03-31	$1,432,812	13,284	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.