OneDigital Investment Advisors LLC
Position in IQV — Iqvia Holdings Inc.
CIK 1690370
OVERLAND PARK, KS
Position in IQV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,092,765
+$464,791 QoQ
Shares Held
10,831
+13.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#412
of 1,082 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $15,157,401 across 12 Diagnostics & Research names. IQV ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
13,435 | $6,735,771 | |
| 2 | IQV |
Iqvia Holdings Inc.
This page
|
10,831 | $2,092,765 | |
| 3 | LH |
Labcorp Holdings Inc.
|
6,267 | $1,754,760 | |
| 4 | DHR |
Danaher Corp /De/
|
7,255 | $1,381,932 | |
| 5 | DGX |
Quest Diagnostics Inc
|
3,893 | $825,121 | |
| 6 | NTRA |
Natera, Inc.
|
1,696 | $460,379 | |
| 7 | A |
Agilent Technologies, Inc.
|
3,201 | $425,188 | |
| 8 | GH |
Guardant Health, Inc.
|
2,298 | $344,768 |
All Filings in IQV
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,092,765 | 10,831 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,627,974 | 9,546 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,448,259 | 6,425 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,081,708 | 5,695 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,067,199 | 6,772 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,056,213 | 5,991 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,825,224 | 14,377 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,420,898 | 14,436 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,145,592 | 14,877 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,195,046 | 24,497 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,804,374 | 20,764 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,684,063 | 13,642 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,735,001 | 12,168 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,184,408 | 10,983 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,823,725 | 8,901 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,386,445 | 7,654 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||