Position in IQV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$714,720
+$93,102 QoQ
Shares Held
3,699
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#573
of 1,077 holders
Holding Since
Mar 2020
21 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, 2026Outlook Wealth Advisors, LLC holds $1,047,430 across 2 Diagnostics & Research names. IQV ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
3,699 | $714,720 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
632 | $332,710 |
All Filings in IQV
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,720 | 3,699 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $621,618 | 3,645 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $847,316 | 3,759 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $632,880 | 3,332 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $528,872 | 3,356 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $590,076 | 3,347 | Shares | Sole | 2025-04-14 | |
| 2024-09-30 | $604,747 | 2,552 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $548,898 | 2,596 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $666,112 | 2,634 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $649,483 | 2,807 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $679,181 | 3,452 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $756,800 | 3,367 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $451,480 | 2,270 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $447,274 | 2,183 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $384,379 | 2,122 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $450,688 | 2,077 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $442,304 | 1,913 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $532,680 | 1,888 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $437,639 | 1,827 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $432,541 | 1,785 | Shares | Sole | 2021-07-21 | |
| 2020-03-31 | $299,203 | 2,774 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||