Concord Wealth Partners

Position in IQV — Iqvia Holdings Inc.

CIK 1814214 ABINGDON, VA

Position in IQV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$18,162

-$3,251 QoQ

Shares Held

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#950

of 1,082 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Concord Wealth Partners holds $638,372 across 6 Diagnostics & Research names. IQV ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	649	$325,382
2	IDXX	Idexx Laboratories Inc /De	311	$163,722
3	MTD	Mettler Toledo International Inc/	92	$117,530
4	IQV	Iqvia Holdings Inc. This page	94	$18,162
5	WAT	Waters Corp /De/	33	$12,376
6	GH	Guardant Health, Inc.	8	$1,200

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,162	94	-1.1%	Shares	Sole	2026-07-27
2025-12-31	$21,413	95	-63.3%	Shares	Sole	2026-01-29
2025-09-30	$49,194	259	-30.6%	Shares	Sole	2025-11-05
2025-06-30	$58,781	373	+60.1%	Shares	Sole	2025-07-25
2025-03-31	$41,077	233	0.0%	Shares	Sole	2025-05-02
2024-12-31	$45,786	233	-3.3%	Shares	Sole	2025-01-24
2024-09-30	$57,109	241	0.0%	Shares	Sole	2024-10-24
2024-03-31	$60,946	241	-13.9%	Shares	Sole	2024-04-30
2023-09-30	$55,090	280	0.0%	Shares	Sole	2024-04-30
2023-06-30	$62,935	280	+16.2%	Shares	Sole	2023-08-08
2023-03-31	$47,932	241	-15.1%	Shares	Sole	2023-04-26
2022-12-31	$58,188	284	-50.3%	Shares	Sole	2023-01-30
2022-06-30	$124,118	572	+21.4%	Shares	Sole	2022-08-04
2022-03-31	$108,899	471	+1.3%	Shares	Sole	2022-04-20
2021-12-31	$131,195	465	+9.2%	Shares	Sole	2022-01-21
2021-09-30	$102,044	426	-9.0%	Shares	Sole	2021-11-09
2021-06-30	$113,405	468	0.0%	Shares	Sole	2021-07-29
2021-03-31	$90,389	468	+9.1%	Shares	Sole	2021-05-13
2020-12-31	$76,863	429	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.