Position in IQV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$140,277
+$19,194 QoQ
Shares Held
726
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#855
of 1,077 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Bay Harbor Wealth Management, LLC holds $225,783 across 19 Diagnostics & Research names. IQV ranks #1 (62.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
726 | $140,277 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
41 | $20,555 | |
| 3 | DHR |
Danaher Corp /De/
|
58 | $11,047 | |
| 4 | WAT |
Waters Corp /De/
|
17 | $6,375 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
12 | $6,317 | |
| 6 | A |
Agilent Technologies, Inc.
|
47 | $6,243 | |
| 7 | LH |
Labcorp Holdings Inc.
|
21 | $5,880 | |
| 8 | DGX |
Quest Diagnostics Inc
|
25 | $5,298 |
All Filings in IQV
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,277 | 726 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $121,083 | 710 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $135,246 | 600 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $123,840 | 652 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $98,651 | 626 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $56,592 | 321 | Shares | Other | 2025-05-12 | |
| 2024-09-30 | $76,541 | 323 | Shares | Other | 2024-10-24 | |
| 2024-06-30 | $70,409 | 333 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $84,465 | 334 | Shares | Other | 2024-04-22 | |
| 2023-12-31 | $77,280 | 334 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $65,714 | 334 | Shares | Other | 2023-10-25 | |
| 2023-06-30 | $74,398 | 331 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $70,407 | 354 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2 | 12 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $2,173 | 12 | Shares | Other | 2022-11-02 | |
| 2022-06-30 | $2,386 | 11 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $2,543 | 11 | Shares | Other | 2022-04-19 | |
| 2021-12-31 | $2,539 | 9 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $1,437 | 6 | Shares | Other | 2021-11-24 | |
| 2021-06-30 | $1,453 | 6 | Shares | Other | 2021-07-28 | |
| 2020-03-31 | $2,049 | 19 | Shares | Other | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||