Position in IQV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,536,119
+$682,985 QoQ
Shares Held
18,301
+9.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#352
of 1,060 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, 2026IFP Advisors, Inc holds $13,051,928 across 32 Diagnostics & Research names. IQV ranks #1 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
18,301 | $3,536,119 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
5,215 | $2,614,592 | |
| 3 | DGX |
Quest Diagnostics Inc
|
12,005 | $2,544,459 | |
| 4 | NTRA |
Natera, Inc.
|
5,336 | $1,448,457 | |
| 5 | DHR |
Danaher Corp /De/
|
3,551 | $676,394 | |
| 6 | ILMN |
Illumina, Inc.
|
1,930 | $339,351 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
585 | $307,967 | |
| 8 | MTD |
Mettler Toledo International Inc/
|
221 | $282,329 |
All Filings in IQV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,536,119 | 18,301 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,853,134 | 16,730 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $307,910 | 1,366 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $310,741 | 1,636 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $256,871 | 1,630 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $106,308 | 603 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $218,322 | 1,111 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $259,482 | 1,095 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $210,171 | 994 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $113,800 | 450 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $50,209 | 217 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $52,138 | 265 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $132,389 | 589 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $120,129 | 604 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $140 | 1,271 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $575,662 | 3,178 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $586,306 | 2,702 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $545,655 | 2,360 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $611,115 | 2,166 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $467,582 | 1,952 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $492,394 | 2,032 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $531,328 | 2,751 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $483,221 | 2,697 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $230,612 | 1,463 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $184,444 | 1,300 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $132,236 | 1,226 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||