Position in IQV
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$504,449
-$306,796 QoQ
Shares Held
2,958
-17.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $9,597,248 across 33 Diagnostics & Research names. IQV ranks #8 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
|
9,603 | $1,881,991 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
2,684 | $1,319,259 | |
| 3 | DHR |
Danaher Corp /De/
|
6,449 | $1,222,724 | |
| 4 | MEDP |
Medpace Holdings, Inc.
|
1,720 | $825,920 | |
| 5 | ILMN |
Illumina, Inc.
|
5,080 | $626,153 | |
| 6 | A |
Agilent Technologies, Inc.
|
4,661 | $531,253 | |
| 7 | LH |
Labcorp Holdings Inc.
|
1,937 | $516,805 | |
| 8 | IQV |
Iqvia Holdings Inc.
This page
|
2,958 | $504,449 |
All Filings in IQV
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $504,449 | 2,958 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $811,245 | 3,599 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $577,604 | 3,041 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $458,111 | 2,907 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $313,283 | 1,777 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $291,225 | 1,482 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $320,142 | 1,351 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $285,441 | 1,350 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $323,697 | 1,280 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $273,489 | 1,182 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $225,277 | 1,145 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $243,424 | 1,083 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $88,107 | 443 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $85,642 | 418 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $104,516 | 577 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $62,926 | 290 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $34,911 | 151 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $12,413 | 44 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||