Steward Partners Investment Advisory, LLC
Position in IQV — Iqvia Holdings Inc.
CIK 1723397
STAMFORD, CT
Position in IQV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$13,886,560
-$3,046,239 QoQ
Shares Held
81,427
+8.4% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $37,207,295 across 28 Diagnostics & Research names. IQV ranks #1 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
81,427 | $13,886,560 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
25,607 | $12,586,608 | |
| 3 | DHR |
Danaher Corp /De/
|
20,477 | $3,882,439 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
3,157 | $1,773,886 | |
| 5 | DGX |
Quest Diagnostics Inc
|
4,683 | $917,774 | |
| 6 | A |
Agilent Technologies, Inc.
|
7,202 | $820,883 | |
| 7 | MEDP |
Medpace Holdings, Inc.
|
1,341 | $643,934 | |
| 8 | MTD |
Mettler Toledo International Inc/
|
359 | $452,770 |
All Filings in IQV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,886,560 | 81,427 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $16,932,799 | 75,120 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,435,561 | 65,471 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,220,341 | 64,854 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,023,157 | 62,525 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,259,119 | 67,473 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $15,687,414 | 66,200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,561,973 | 64,141 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $15,668,052 | 61,956 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,373,824 | 27,547 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,384,063 | 27,365 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,804,690 | 39,172 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,180,885 | 26,049 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,652,300 | 27,587 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,996,277 | 33,103 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,566,548 | 39,479 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $9,901,799 | 42,826 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $12,889,848 | 45,686 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,325,691 | 34,757 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,187,641 | 25,535 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,763,719 | 19,487 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,701,293 | 20,658 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,267,827 | 20,731 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,877,326 | 20,280 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,253,518 | 20,893 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||