Position in IQV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,217,286
+$352,819 QoQ
Shares Held
6,300
+24.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#480
of 1,077 holders
Holding Since
Sep 2021
20 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 Jun 30, 2026Integrated Wealth Concepts LLC holds $29,553,018 across 33 Diagnostics & Research names. IQV ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDXX |
Idexx Laboratories Inc /De
|
11,505 | $6,056,692 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
10,546 | $5,287,342 | |
| 3 | DHR |
Danaher Corp /De/
|
15,436 | $2,940,249 | |
| 4 | DGX |
Quest Diagnostics Inc
|
13,648 | $2,892,693 | |
| 5 | NTRA |
Natera, Inc.
|
8,682 | $2,356,728 | |
| 6 | ILMN |
Illumina, Inc.
|
11,851 | $2,083,761 | |
| 7 | A |
Agilent Technologies, Inc.
|
11,944 | $1,586,521 | |
| 8 | IQV |
Iqvia Holdings Inc.
This page
|
6,300 | $1,217,286 |
All Filings in IQV
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,217,286 | 6,300 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $864,467 | 5,069 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,205,492 | 5,348 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $967,174 | 5,092 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $750,601 | 4,763 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $374,813 | 2,126 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $542,564 | 2,761 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $520,149 | 2,195 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $459,036 | 2,171 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $551,300 | 2,180 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $501,169 | 2,166 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $486,366 | 2,472 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $546,191 | 2,430 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $493,843 | 2,483 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $489,482 | 2,389 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $452,850 | 2,500 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $581,316 | 2,679 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $634,671 | 2,745 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $768,831 | 2,725 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $653,944 | 2,730 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||