Position in IQV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,205,579
+$890,732 QoQ
Shares Held
47,643
-2.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#236
of 1,077 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Sendero Wealth Management, LLC holds $26,289,794 across 6 Diagnostics & Research names. IQV ranks #1 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
47,643 | $9,205,579 | |
| 2 | ICLR |
Icon PLC
|
45,382 | $7,883,306 | |
| 3 | CRL |
Charles River Laboratories International, Inc.
|
26,137 | $5,927,610 | |
| 4 | DHR |
Danaher Corp /De/
|
11,540 | $2,198,139 | |
| 5 | RVTY |
Revvity, Inc.
|
7,113 | $791,391 | |
| 6 | TMO |
Thermo Fisher Scientific Inc.
|
566 | $283,769 |
All Filings in IQV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,205,579 | 47,643 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $8,314,847 | 48,756 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $10,685,110 | 47,403 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $9,712,771 | 51,136 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $8,136,528 | 51,631 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $9,253,281 | 52,486 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $8,886,378 | 45,221 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $8,547,033 | 36,068 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $7,224,904 | 34,170 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $8,376,222 | 33,122 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $7,610,781 | 32,893 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $4,143,161 | 21,058 | Shares | Other | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||