Position in IQV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,269,388
-$1,206,139 QoQ
Shares Held
22,096
-31.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#334
of 1,077 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $11,708,933 across 6 Diagnostics & Research names. IQV ranks #1 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
22,096 | $4,269,388 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
3,620 | $1,905,712 | |
| 3 | DHR |
Danaher Corp /De/
|
9,960 | $1,897,180 | |
| 4 | WAT |
Waters Corp /De/
|
4,920 | $1,845,195 | |
| 5 | TMO |
Thermo Fisher Scientific Inc.
|
2,105 | $1,055,362 | |
| 6 | RVTY |
Revvity, Inc.
|
6,616 | $736,096 |
All Filings in IQV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,269,388 | 22,096 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $5,475,527 | 32,107 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $9,240,682 | 40,995 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,186,067 | 48,363 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $8,062,934 | 51,164 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $8,094,813 | 45,915 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $6,772,913 | 34,466 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $8,199,635 | 34,602 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $7,172,890 | 33,924 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $7,815,059 | 30,903 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $7,128,123 | 30,807 | Shares | Other | 2024-02-01 | |
| 2023-09-30 | $6,010,319 | 30,548 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,818,847 | 30,337 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $5,908,226 | 29,706 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,014,136 | 29,353 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $6,752,536 | 37,278 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,935,107 | 36,569 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,960,791 | 34,431 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $8,944,684 | 31,703 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $7,621,204 | 31,816 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,084,412 | 25,109 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,505,648 | 28,506 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,270,285 | 29,415 | Shares | Other | 2021-02-08 | |
| 2020-09-30 | $4,648,350 | 29,489 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $4,177,371 | 29,443 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,883,792 | 45,279 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||