Position in IQV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$292,147
+$38,896 QoQ
Shares Held
1,512
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#749
of 1,077 holders
Holding Since
Sep 2024
6 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, 2026Keystone Financial Services holds $667,664 across 2 Diagnostics & Research names. IQV ranks #2 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
749 | $375,517 | |
| 2 | IQV |
Iqvia Holdings Inc.
This page
|
1,512 | $292,147 |
All Filings in IQV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,147 | 1,512 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $253,251 | 1,485 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $293,482 | 1,302 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $266,675 | 1,404 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $204,550 | 1,298 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 | $238,154 | 1,005 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||