Position in IQV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$441,121
+$13,407 QoQ
Shares Held
2,283
-9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#667
of 1,082 holders
Holding Since
Dec 2025
3 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, 2026Dynasty Wealth Management, LLC holds $2,515,263 across 2 Diagnostics & Research names. IQV ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
|
9,786 | $2,074,142 | |
| 2 | IQV |
Iqvia Holdings Inc.
This page
|
2,283 | $441,121 |
All Filings in IQV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,121 | 2,283 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $427,714 | 2,508 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $377,110 | 1,673 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||