Aprio Wealth Management, LLC

Position in IQV — Iqvia Holdings Inc.

CIK 1803519 ATLANTA, GA

Position in IQV

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$334,077

+$69,570 QoQ

Shares Held

1,729

+11.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#719

of 1,077 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $1,990,259 across 4 Diagnostics & Research names. IQV ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	1,796	$900,442
2	DHR	Danaher Corp /De/	2,608	$496,771
3	IQV	Iqvia Holdings Inc. This page	1,729	$334,077
4	MEDP	Medpace Holdings, Inc.	489	$258,969

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$334,077	1,729	+11.5%	Shares	Sole	2026-07-24
2026-03-31	$264,507	1,551	-11.0%	Shares	Sole	2026-05-11
2025-12-31	$392,889	1,743	-6.6%	Shares	Sole	2026-01-29
2025-09-30	$354,617	1,867	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$294,535	1,869	+0.3%	Shares	Sole	2025-08-14
2025-03-31	$328,623	1,864	+48.5%	Shares	Sole	2025-05-15
2024-12-31	$246,620	1,255	-18.9%	Shares	Sole	2025-01-13
2024-09-30	$366,592	1,547	+21.9%	Shares	Sole	2024-10-08
2024-06-30	$268,317	1,269	0.0%	Shares	Sole	2024-07-10
2024-03-31	$320,917	1,269	+1.6%	Shares	Sole	2024-04-10
2023-12-31	$288,993	1,249	0.0%	Shares	Sole	2024-01-17
2023-09-30	$245,740	1,249	-1.0%	Shares	Sole	2023-10-10
2023-06-30	$283,659	1,262	+0.5%	Shares	Sole	2023-07-13
2023-03-31	$249,805	1,256	+16.5%	Shares	Sole	2023-04-14
2022-12-31	$220,871	1,078	-3.1%	Shares	Sole	2023-01-11
2022-09-30	$201,608	1,113	-11.2%	Shares	Sole	2022-10-13
2022-06-30	$271,888	1,253	-13.3%	Shares	Sole	2022-07-26
2022-03-31	$334,329	1,446	-7.3%	Shares	Sole	2022-04-19
2021-12-31	$440,138	1,560	-3.1%	Shares	Sole	2022-01-26
2021-09-30	$385,659	1,610	0.0%	Shares	Sole	2021-10-14
2021-06-30	$390,135	1,610	-5.8%	Shares	Sole	2021-07-23
2020-12-31	$306,380	1,710	-4.5%	Shares	Sole	2021-01-11
2020-09-30	$282,157	1,790	-9.1%	Shares	Sole	2020-10-14
2020-06-30	$279,503	1,970	-9.2%	Shares	Sole	2020-07-20
2020-03-31	$234,056	2,170	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.