Position in IQV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$269,155
+$67,918 QoQ
Shares Held
1,393
+18.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#774
of 1,082 holders
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026One Wealth Advisors, LLC holds $2,960,009 across 3 Diagnostics & Research names. IQV ranks #3 (9.1% of the industry book) .
All Filings in IQV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,155 | 1,393 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $201,237 | 1,180 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $244,569 | 1,085 | Shares | Sole | 2026-02-02 | |
| 2022-12-31 | $102,854 | 502 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $296,625 | 1,367 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $316,988 | 1,371 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $386,813 | 1,371 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $268,284 | 1,120 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||