Position in IQV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$693,466
+$81,398 QoQ
Shares Held
3,589
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#579
of 1,077 holders
Holding Since
Jun 2020
25 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, 2026CLIENT 1ST ADVISORY GROUP, LLC holds $693,466 across 1 Diagnostics & Research name. IQV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
3,589 | $693,466 |
All Filings in IQV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $693,466 | 3,589 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $612,068 | 3,589 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $861,291 | 3,821 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $741,525 | 3,904 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $491,995 | 3,122 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $550,408 | 3,122 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $613,504 | 3,122 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $748,351 | 3,158 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $758,646 | 3,588 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $837,065 | 3,310 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $674,472 | 2,915 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $486,169 | 2,471 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $555,406 | 2,471 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $697,507 | 3,507 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $718,549 | 3,507 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $635,257 | 3,507 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $667,678 | 3,077 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $690,161 | 2,985 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $543,119 | 1,925 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $401,708 | 1,677 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $384,319 | 1,586 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $306,320 | 1,586 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $284,163 | 1,586 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $250,001 | 1,586 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $225,021 | 1,586 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||