Principle Wealth Partners LLC

Position in IQV — Iqvia Holdings Inc.

CIK 1743413 MADISON, CT

Position in IQV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$370,982

+$43,546 QoQ

Shares Held

1,920

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#703

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

Principle Wealth Partners LLC holds $2,953,191 across 3 Diagnostics & Research names. IQV ranks #3 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	3,345	$1,677,049
2	DHR	Danaher Corp /De/	4,752	$905,160
3	IQV	Iqvia Holdings Inc. This page	1,920	$370,982

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$370,982	1,920	0.0%	Shares	Sole	2026-08-07
2026-03-31	$327,436	1,920	0.0%	Shares	Sole	2026-05-07
2025-12-31	$432,787	1,920	0.0%	Shares	Sole	2026-02-06
2025-09-30	$364,684	1,920	0.0%	Shares	Sole	2025-11-03
2025-06-30	$302,572	1,920	0.0%	Shares	Sole	2025-07-30
2025-03-31	$338,496	1,920	0.0%	Shares	Sole	2025-05-06
2024-12-31	$377,299	1,920	0.0%	Shares	Sole	2025-01-29
2024-09-30	$454,982	1,920	0.0%	Shares	Sole	2024-11-13
2024-06-30	$405,964	1,920	0.0%	Shares	Sole	2024-08-13
2024-03-31	$485,548	1,920	0.0%	Shares	Sole	2024-04-23
2023-12-31	$444,249	1,920	0.0%	Shares	Sole	2024-02-05
2023-09-30	$377,760	1,920	0.0%	Shares	Sole	2023-11-01
2023-06-30	$431,558	1,920	0.0%	Shares	Sole	2023-07-31
2023-03-31	$381,868	1,920	0.0%	Shares	Sole	2023-05-10
2022-12-31	$393,388	1,920	0.0%	Shares	Sole	2023-02-02
2022-09-30	$347,788	1,920	0.0%	Shares	Sole	2022-11-14
2022-06-30	$416,620	1,920	0.0%	Shares	Sole	2022-08-02
2022-03-31	$443,923	1,920	0.0%	Shares	Sole	2022-05-12
2021-12-31	$541,708	1,920	0.0%	Shares	Sole	2022-02-11
2021-09-30	$459,916	1,920	0.0%	Shares	Sole	2021-11-16
2021-06-30	$465,254	1,920	0.0%	Shares	Sole	2021-08-13
2021-03-31	$370,828	1,920	0.0%	Shares	Sole	2021-05-18
2020-12-31	$344,006	1,920	0.0%	Shares	Sole	2021-02-16
2020-09-30	$302,649	1,920	0.0%	Shares	Sole	2020-11-16
2020-06-30	$272,409	1,920	0.0%	Shares	Sole	2020-08-14
2020-03-31	$207,091	1,920	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.