Williams Jones Wealth Management, LLC.
Position in IQV — Iqvia Holdings Inc.
CIK 1788587
New York, NY
Position in IQV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$9,615,386
+$9,395,715 QoQ
Shares Held
56,382
+5982.2% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Williams Jones Wealth Management, LLC. holds $415,544,503 across 9 Diagnostics & Research names. IQV ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDXX |
Idexx Laboratories Inc /De
|
263,513 | $148,065,319 | |
| 2 | MTD |
Mettler Toledo International Inc/
|
107,488 | $135,563,865 | |
| 3 | DHR |
Danaher Corp /De/
|
465,440 | $88,247,424 | |
| 4 | TMO |
Thermo Fisher Scientific Inc.
|
60,073 | $29,527,681 | |
| 5 | IQV |
Iqvia Holdings Inc.
This page
|
56,382 | $9,615,386 | |
| 6 | A |
Agilent Technologies, Inc.
|
21,297 | $2,427,432 | |
| 7 | LH |
Labcorp Holdings Inc.
|
3,410 | $909,822 | |
| 8 | PSNL |
Personalis, Inc.
|
134,072 | $854,038 |
All Filings in IQV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||