waypoint wealth counsel

Position in IQV — Iqvia Holdings Inc.

CIK 1807909 ATLANTA, GA

Position in IQV

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$209,836

-$81,786 QoQ

Shares Held

1,086

-36.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#828

of 1,082 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

waypoint wealth counsel holds $890,818 across 3 Diagnostics & Research names. IQV ranks #3 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ILMN	Illumina, Inc.	2,042	$359,043
2	NTRA	Natera, Inc.	1,186	$321,939
3	IQV	Iqvia Holdings Inc. This page	1,086	$209,836

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,836	1,086	-36.5%	Shares	Other	2026-08-04
2026-03-31	$291,622	1,710	-14.0%	Shares	Sole	2026-04-23
2025-12-31	$448,114	1,988	+12.1%	Shares	Other	2026-01-28
2025-09-30	$336,762	1,773	+13.8%	Shares	Other	2025-10-20
2025-06-30	$245,525	1,558	—	Shares	Other	2025-07-25
No filing history on record for this holder in this stock.