WealthShield Partners, LLC

Position in IQV — Iqvia Holdings Inc.

CIK 1729303 CARY, NC

Position in IQV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,150,345

+$409,473 QoQ

Shares Held

11,129

+9.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#405

of 1,077 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WealthShield Partners, LLC holds $2,150,345 across 1 Diagnostics & Research name. IQV ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IQV	Iqvia Holdings Inc. This page	11,129	$2,150,345

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,150,345	11,129	+9.0%	Shares	Sole	2026-08-12
2026-03-31	$1,740,872	10,208	+43.8%	Shares	Sole	2026-05-01
2024-03-31	$1,795,519	7,100	-41.1%	Shares	Sole	2024-04-29
2023-12-31	$2,791,368	12,064	+36.4%	Shares	Sole	2024-01-23
2023-09-30	$1,740,450	8,846	+2.6%	Shares	Sole	2023-10-25
2023-06-30	$1,937,742	8,621	-0.2%	Shares	Sole	2023-08-03
2023-03-31	$1,718,210	8,639	+11.2%	Shares	Sole	2023-05-08
2022-12-31	$1,591,175	7,766	+26.5%	Shares	Sole	2023-02-13
2022-09-30	$1,111,656	6,137	+7.7%	Shares	Sole	2022-11-04
2022-06-30	$1,236,843	5,700	+1.2%	Shares	Sole	2022-08-11
2022-03-31	$1,302,637	5,634	+10.2%	Shares	Sole	2022-05-09
2021-12-31	$1,442,017	5,111	+26.7%	Shares	Sole	2022-02-10
2021-09-30	$966,304	4,034	+11.2%	Shares	Sole	2021-11-12
2021-06-30	$879,379	3,629	+6.7%	Shares	Sole	2021-08-06
2021-03-31	$656,869	3,401	+29.3%	Shares	Sole	2021-05-17
2020-12-31	$471,396	2,631	+20.0%	Shares	Sole	2021-02-16
2020-09-30	$345,524	2,192	—	Shares	Other	2020-10-30
No filing history on record for this holder in this stock.