Sound View Wealth Advisors Group, LLC
Position in IQV — Iqvia Holdings Inc.
CIK 1784777
SAVANNAH, GA
Position in IQV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$393,782
+$156,220 QoQ
Shares Held
2,038
+46.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#695
of 1,077 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $3,729,934 across 3 Diagnostics & Research names. IQV ranks #3 (10.6% of the industry book) .
All Filings in IQV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,782 | 2,038 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $237,562 | 1,393 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $328,873 | 1,459 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $331,635 | 1,746 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $269,006 | 1,707 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||