Position in IQV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$109,555
-$21,078 QoQ
Shares Held
567
-26.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#864
of 1,077 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $2,119,723 across 20 Diagnostics & Research names. IQV ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
2,563 | $488,200 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
966 | $484,313 | |
| 3 | CRL |
Charles River Laboratories International, Inc.
|
914 | $207,286 | |
| 4 | DGX |
Quest Diagnostics Inc
|
896 | $189,907 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
239 | $125,819 | |
| 6 | LH |
Labcorp Holdings Inc.
|
412 | $115,360 | |
| 7 | IQV |
Iqvia Holdings Inc.
This page
|
567 | $109,555 | |
| 8 | ICLR |
Icon PLC
|
613 | $106,484 |
All Filings in IQV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,555 | 567 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $130,633 | 766 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $187,090 | 830 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $140,745 | 741 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $110,943 | 704 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $128,875 | 731 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $144,041 | 733 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $121,565 | 513 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $152,236 | 720 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $189,414 | 749 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $235,082 | 1,016 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $183,174 | 931 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,078,899 | 13,698 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,730,958 | 13,731 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $34,216 | 167 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $21,555 | 119 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $258,001 | 1,189 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $428,663 | 1,854 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,350,322 | 4,786 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $311,641 | 1,301 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $315,258 | 1,301 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,122,143 | 5,810 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||