Position in IQV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$347,602
+$89,234 QoQ
Shares Held
1,799
+18.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#717
of 1,077 holders
Holding Since
Jun 2023
9 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, 2026Rothschild Wealth LLC holds $2,871,092 across 7 Diagnostics & Research names. IQV ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
3,263 | $621,536 | |
| 2 | ILMN |
Illumina, Inc.
|
3,331 | $585,689 | |
| 3 | NTRA |
Natera, Inc.
|
1,705 | $462,822 | |
| 4 | IQV |
Iqvia Holdings Inc.
This page
|
1,799 | $347,602 | |
| 5 | TMO |
Thermo Fisher Scientific Inc.
|
681 | $341,426 | |
| 6 | MEDP |
Medpace Holdings, Inc.
|
485 | $256,851 | |
| 7 | A |
Agilent Technologies, Inc.
|
1,921 | $255,166 |
All Filings in IQV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,602 | 1,799 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $258,368 | 1,515 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $588,996 | 2,613 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $212,922 | 1,121 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $204,173 | 1,039 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $247,159 | 1,043 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $215,034 | 1,017 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $255,671 | 1,011 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $222,072 | 988 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||