Legacy Financial Advisors, Inc.

Position in IQV — Iqvia Holdings Inc.

CIK 1730810 COVINGTON, KY

Position in IQV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$975,567

+$136,681 QoQ

Shares Held

5,049

+2.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#520

of 1,077 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $3,551,731 across 6 Diagnostics & Research names. IQV ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	2,097	$1,051,351
2	IQV	Iqvia Holdings Inc. This page	5,049	$975,567
3	DHR	Danaher Corp /De/	2,425	$461,914
4	ILMN	Illumina, Inc.	2,554	$449,069
5	DGX	Quest Diagnostics Inc	1,568	$332,337
6	NTRA	Natera, Inc.	1,037	$281,493

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$975,567	5,049	+2.6%	Shares	Sole	2026-08-05
2026-03-31	$838,886	4,919	-11.5%	Shares	Sole	2026-04-30
2025-12-31	$1,253,279	5,560	+16.8%	Shares	Sole	2026-02-04
2025-09-30	$904,494	4,762	+23.3%	Shares	Sole	2025-11-10
2025-06-30	$608,454	3,861	—	Shares	Sole	2025-08-07
No filing history on record for this holder in this stock.