Cypress Wealth Services, LLC

Position in IQV — Iqvia Holdings Inc.

CIK 1721527 PALM DESERT, CA

Position in IQV

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$294,467

-$6,195 QoQ

Shares Held

1,524

-13.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#750

of 1,082 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $896,099 across 2 Diagnostics & Research names. IQV ranks #2 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TMO	Thermo Fisher Scientific Inc.	1,200	$601,632
2	IQV	Iqvia Holdings Inc. This page	1,524	$294,467

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,467	1,524	-13.6%	Shares	Sole	2026-07-13
2026-03-31	$300,662	1,763	+3.7%	Shares	Sole	2026-04-15
2025-12-31	$383,197	1,700	-0.2%	Shares	Sole	2026-01-14
2025-09-30	$323,657	1,704	+2.3%	Shares	Sole	2025-10-15
2025-06-30	$262,544	1,666	+32.6%	Shares	Sole	2025-07-28
2025-03-31	$221,432	1,256	+1.0%	Shares	Sole	2025-04-10
2024-12-31	$244,261	1,243	+4.8%	Shares	Sole	2025-01-15
2024-09-30	$281,046	1,186	+0.5%	Shares	Sole	2024-10-09
2024-06-30	$249,499	1,180	+7.2%	Shares	Sole	2024-07-12
2024-03-31	$278,431	1,101	+5.3%	Shares	Sole	2024-04-16
2023-12-31	$242,023	1,046	+15.6%	Shares	Sole	2024-01-11
2023-06-30	$203,416	905	-35.7%	Shares	Sole	2023-07-21
2022-06-30	$305,304	1,407	+2.6%	Shares	Sole	2022-07-27
2022-03-31	$317,220	1,372	+10.0%	Shares	Sole	2022-04-22
2021-12-31	$351,828	1,247	+8.0%	Shares	Sole	2022-01-19
2021-09-30	$276,668	1,155	-15.8%	Shares	Sole	2021-10-13
2021-06-30	$332,463	1,372	-1.7%	Shares	Sole	2021-07-14
2021-03-31	$269,623	1,396	+7.1%	Shares	Sole	2021-04-28
2020-12-31	$233,458	1,303	—	Shares	Sole	2021-01-22
No filing history on record for this holder in this stock.