CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in IQV — Iqvia Holdings Inc.
CIK 1766904
RICHMOND, VA
Position in IQV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$106,460
+$45,922 QoQ
Shares Held
551
+55.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#866
of 1,077 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,270,451 across 11 Diagnostics & Research names. IQV ranks #10 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
3,190 | $607,626 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
822 | $412,113 | |
| 3 | DGX |
Quest Diagnostics Inc
|
1,059 | $224,451 | |
| 4 | LH |
Labcorp Holdings Inc.
|
684 | $191,520 | |
| 5 | WAT |
Waters Corp /De/
|
445 | $166,890 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
307 | $161,611 | |
| 7 | NTRA |
Natera, Inc.
|
483 | $131,107 | |
| 8 | A |
Agilent Technologies, Inc.
|
978 | $129,904 |
All Filings in IQV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,460 | 551 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $60,538 | 355 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $77,312 | 343 | Shares | Other | 2026-02-09 | |
| 2025-03-31 | $15,160 | 86 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $14,148 | 72 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,379,164 | 5,820 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $468,337 | 2,215 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $344,940 | 1,364 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $374,603 | 1,619 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $210,719 | 1,071 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $218,925 | 974 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $189,542 | 953 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $198,128 | 967 | Shares | Defined | 2023-02-14 | |
| 2022-06-30 | $242,811 | 1,119 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||