Position in IQV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$372,334
-$77,584 QoQ
Shares Held
1,927
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#702
of 1,077 holders
Holding Since
Sep 2025
3 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, 2026WADDELL & ASSOCIATES, LLC holds $4,477,283 across 7 Diagnostics & Research names. IQV ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRA |
Natera, Inc.
|
3,827 | $1,038,839 | |
| 2 | ILMN |
Illumina, Inc.
|
5,042 | $886,534 | |
| 3 | A |
Agilent Technologies, Inc.
|
6,449 | $856,620 | |
| 4 | MEDP |
Medpace Holdings, Inc.
|
1,356 | $718,124 | |
| 5 | IQV |
Iqvia Holdings Inc.
This page
|
1,927 | $372,334 | |
| 6 | SHC |
Sotera Health Co
|
17,667 | $313,589 | |
| 7 | DHR |
Danaher Corp /De/
|
1,529 | $291,243 |
All Filings in IQV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,334 | 1,927 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $449,918 | 1,996 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $258,318 | 1,360 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||