Prestige Wealth Management Group LLC
Position in IQV — Iqvia Holdings Inc.
CIK 1772715
FLEMINGTON, NJ
Position in IQV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,318
+$272 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,025
of 1,082 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $1,191,569 across 16 Diagnostics & Research names. IQV ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
3,374 | $642,678 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
928 | $465,261 | |
| 3 | WAT |
Waters Corp /De/
|
55 | $20,627 | |
| 4 | LH |
Labcorp Holdings Inc.
|
43 | $12,040 | |
| 5 | DGX |
Quest Diagnostics Inc
|
47 | $9,961 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
14 | $7,370 | |
| 7 | GH |
Guardant Health, Inc.
|
46 | $6,901 | |
| 8 | CRL |
Charles River Laboratories International, Inc.
|
29 | $6,576 |
All Filings in IQV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,318 | 12 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,046 | 12 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,704 | 12 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,279 | 12 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $4,254 | 27 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $5,289 | 30 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $5,895 | 30 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $7,109 | 30 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $6,343 | 30 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $7,586 | 30 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $6,941 | 30 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $8,066 | 41 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $9,215 | 41 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $8,154 | 41 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $8,400 | 41 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $5,434 | 30 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $6,509 | 30 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $6,936 | 30 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $8,464 | 30 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $7,186 | 30 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $7,269 | 30 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $5,794 | 30 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $5,375 | 30 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $3,783 | 24 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $3,405 | 24 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,040 | 56 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||