Position in IQV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$259,494
-$17,974 QoQ
Shares Held
1,343
-17.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#779
of 1,077 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Meridian Wealth Management, LLC holds $3,025,130 across 8 Diagnostics & Research names. IQV ranks #8 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
|
3,348 | $709,608 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
815 | $408,608 | |
| 3 | MTD |
Mettler Toledo International Inc/
|
300 | $383,253 | |
| 4 | NTRA |
Natera, Inc.
|
1,367 | $371,072 | |
| 5 | GH |
Guardant Health, Inc.
|
2,142 | $321,364 | |
| 6 | WAT |
Waters Corp /De/
|
769 | $288,405 | |
| 7 | A |
Agilent Technologies, Inc.
|
2,133 | $283,326 | |
| 8 | IQV |
Iqvia Holdings Inc.
This page
|
1,343 | $259,494 |
All Filings in IQV
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,494 | 1,343 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $277,468 | 1,627 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $366,516 | 1,626 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $404,382 | 2,129 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $333,933 | 2,119 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $382,571 | 2,170 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $428,195 | 2,179 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $516,594 | 2,180 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $461,150 | 2,181 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $566,186 | 2,447 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $478,889 | 2,434 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $556,080 | 2,474 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $492,849 | 2,478 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $448,299 | 2,188 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $394,522 | 2,178 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $473,255 | 2,181 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $488,084 | 2,111 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $595,597 | 2,111 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $505,668 | 2,111 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $512,022 | 2,113 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $368,511 | 1,908 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $240,266 | 1,341 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||