Position in IQV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,637
+$1,568 QoQ
Shares Held
24
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,002
of 1,077 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $248,877 across 16 Diagnostics & Research names. IQV ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
593 | $112,954 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
122 | $61,165 | |
| 3 | LH |
Labcorp Holdings Inc.
|
101 | $28,280 | |
| 4 | WAT |
Waters Corp /De/
|
64 | $24,002 | |
| 5 | DGX |
Quest Diagnostics Inc
|
29 | $6,146 | |
| 6 | IQV |
Iqvia Holdings Inc.
This page
|
24 | $4,637 | |
| 7 | MTD |
Mettler Toledo International Inc/
|
3 | $3,832 | |
| 8 | A |
Agilent Technologies, Inc.
|
21 | $2,789 |
All Filings in IQV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,637 | 24 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,069 | 18 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,831 | 17 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,228 | 17 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,679 | 17 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,997 | 17 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,340 | 17 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,028 | 17 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,594 | 17 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,552 | 18 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,933 | 17 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,935 | 20 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,495 | 20 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,784 | 14 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,868 | 14 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,535 | 14 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,037 | 14 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,236 | 14 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,949 | 14 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,353 | 14 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,392 | 14 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,703 | 14 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $2,508 | 14 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,206 | 14 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||