Foundations Investment Advisors, LLC

Endowment

Position in IQV — Iqvia Holdings Inc.

CIK 1743404 PHOENIX, AZ

Position in IQV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$274,952

+$4,988 QoQ

Shares Held

1,423

-10.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#766

of 1,077 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $1,945,628 across 4 Diagnostics & Research names. IQV ranks #4 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	1,298	$650,765
2	DHR	Danaher Corp /De/	2,856	$544,010
3	IDXX	Idexx Laboratories Inc /De	904	$475,901
4	IQV	Iqvia Holdings Inc. This page	1,423	$274,952

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,952	1,423	-10.1%	Shares	Sole	2026-08-14
2026-03-31	$269,964	1,583	+0.2%	Shares	Sole	2026-05-11
2025-12-31	$356,147	1,580	-24.4%	Shares	Sole	2026-02-10
2025-09-30	$396,974	2,090	-16.6%	Shares	Sole	2025-11-03
2025-06-30	$394,920	2,506	-34.7%	Shares	Sole	2025-08-08
2025-03-31	$676,463	3,837	-33.6%	Shares	Sole	2025-05-07
2024-12-31	$1,134,845	5,775	-2.7%	Shares	Sole	2025-01-22
2024-09-30	$1,406,179	5,934	+2.4%	Shares	Sole	2024-10-21
2024-06-30	$1,224,871	5,793	-2.7%	Shares	Sole	2024-08-02
2024-03-31	$1,505,959	5,955	-10.9%	Shares	Sole	2024-05-13
2023-12-31	$1,547,006	6,686	-75.4%	Shares	Sole	2024-02-08
2023-09-30	$5,352,583	27,205	+47.7%	Shares	Sole	2023-10-05
2023-06-30	$4,138,690	18,413	+63.0%	Shares	Sole	2023-07-19
2023-03-31	$2,247,258	11,299	+4.2%	Shares	Sole	2023-04-25
2022-12-31	$2,221,622	10,843	-41.7%	Shares	Sole	2023-01-11
2022-09-30	$3,371,739	18,614	-18.3%	Shares	Sole	2022-10-19
2022-06-30	$4,946,070	22,794	-4.6%	Shares	Sole	2022-07-08
2022-03-31	$5,523,606	23,890	+5.1%	Shares	Sole	2022-04-19
2021-12-31	$6,415,017	22,737	+13.2%	Shares	Sole	2022-01-21
2021-09-30	$4,812,598	20,091	+13.1%	Shares	Sole	2021-10-13
2021-06-30	$4,305,784	17,769	+18.6%	Shares	Sole	2021-07-14
2021-03-31	$2,893,237	14,980	+22.2%	Shares	Sole	2021-04-09
2020-12-31	$2,196,624	12,260	+11.1%	Shares	Sole	2021-01-13
2020-09-30	$1,739,762	11,037	+16.5%	Shares	Sole	2020-10-07
2020-06-30	$1,344,313	9,475	+9.2%	Shares	Sole	2020-07-08
2020-03-31	$935,577	8,674	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.