Position in IQV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,016,143
+$130,359 QoQ
Shares Held
5,259
+1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#515
of 1,077 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Laurel Wealth Advisors LLC holds $1,282,796 across 2 Diagnostics & Research names. IQV ranks #1 (79.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
5,259 | $1,016,143 | |
| 2 | WAT |
Waters Corp /De/
|
711 | $266,653 |
All Filings in IQV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,016,143 | 5,259 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $885,784 | 5,194 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,079,037 | 4,787 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $878,852 | 4,627 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $779,597 | 4,947 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $866,867 | 4,917 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $898,443 | 4,572 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,050,251 | 4,432 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $982,561 | 4,647 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,152,419 | 4,557 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,055,555 | 4,562 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $926,692 | 4,710 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,047,428 | 4,660 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $881,082 | 4,430 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $822,633 | 4,015 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $761,693 | 4,205 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $908,103 | 4,185 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $967,613 | 4,185 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,172,291 | 4,155 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $979,718 | 4,090 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,233,408 | 5,090 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $968,597 | 5,015 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $919,142 | 5,130 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $715,640 | 4,540 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $677,051 | 4,772 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $498,852 | 4,625 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||