WCG Wealth Advisors LLC

Position in IQV — Iqvia Holdings Inc.

CIK 1855713 LAS VEGAS, NV

Position in IQV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,630,557

+$2,698,153 QoQ

Shares Held

44,667

+28.4% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#246

of 1,077 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WCG Wealth Advisors LLC holds $8,630,557 across 1 Diagnostics & Research name. IQV ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IQV	Iqvia Holdings Inc. This page	44,667	$8,630,557

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,630,557	44,667	+28.4%	Shares	Sole	2026-08-14
2026-03-31	$5,932,404	34,786	+3.6%	Shares	Sole	2026-05-12
2025-12-31	$7,569,718	33,582	+103.1%	Shares	Sole	2026-02-10
2025-09-30	$3,140,657	16,535	-3.1%	Shares	Sole	2025-11-13
2025-06-30	$2,689,903	17,069	+3.4%	Shares	Sole	2025-08-13
2025-03-31	$2,909,478	16,503	-5.4%	Shares	Sole	2025-05-15
2024-12-31	$3,428,902	17,449	+1.7%	Shares	Sole	2025-02-19
2024-09-30	$4,065,694	17,157	-1.9%	Shares	Sole	2024-11-13
2024-06-30	$3,699,565	17,497	+1.3%	Shares	Sole	2024-08-12
2024-03-31	$4,368,168	17,273	-25.5%	Shares	Sole	2024-05-13
2023-12-31	$5,367,321	23,197	-10.3%	Shares	Sole	2024-02-08
2023-09-30	$5,085,790	25,849	+9.5%	Shares	Sole	2023-11-13
2023-06-30	$5,304,122	23,598	+1.1%	Shares	Sole	2023-08-14
2023-03-31	$4,644,081	23,350	+3.1%	Shares	Sole	2023-05-15
2022-12-31	$4,639,529	22,644	+11.0%	Shares	Sole	2023-02-14
2022-09-30	$261,928	1,446	—	Principal	Sole	2022-11-14
2022-09-30	$3,696,342	20,406	-78.0%	Shares	Sole	2022-11-14
2022-06-30	$20,090,887	92,589	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.