Williams Jones Wealth Management, LLC.
Position in IQV — Iqvia Holdings Inc.
CIK 1788587
New York, NY
Position in IQV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$15,303,602
+$5,688,216 QoQ
Shares Held
79,203
+40.5% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#179
of 1,077 holders
Holding Since
Jun 2023
8 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, 2026Williams Jones Wealth Management, LLC. holds $408,221,451 across 9 Diagnostics & Research names. IQV ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTD |
Mettler Toledo International Inc/
|
111,624 | $142,600,775 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
261,303 | $137,560,350 | |
| 3 | DHR |
Danaher Corp /De/
|
434,425 | $82,749,274 | |
| 4 | TMO |
Thermo Fisher Scientific Inc.
|
48,120 | $24,125,443 | |
| 5 | IQV |
Iqvia Holdings Inc.
This page
|
79,203 | $15,303,602 | |
| 6 | A |
Agilent Technologies, Inc.
|
21,365 | $2,837,912 | |
| 7 | PSNL |
Personalis, Inc.
|
134,072 | $1,796,564 | |
| 8 | LH |
Labcorp Holdings Inc.
|
3,400 | $952,000 |
All Filings in IQV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,303,602 | 79,203 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,615,386 | 56,382 | Shares | Sole | 2026-05-05 | |
| 2024-09-30 | $219,671 | 927 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $233,429 | 1,104 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $279,190 | 1,104 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $255,443 | 1,104 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $228,623 | 1,162 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $267,925 | 1,192 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||