Position in IQV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$618,304
+$72,576 QoQ
Shares Held
3,200
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#599
of 1,077 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Herold Advisors, Inc. holds $618,304 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
|
3,200 | $618,304 |
All Filings in IQV
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,304 | 3,200 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $545,728 | 3,200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $721,312 | 3,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $702,778 | 3,700 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $583,083 | 3,700 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $652,310 | 3,700 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $766,389 | 3,900 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,184,850 | 5,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,141,776 | 5,400 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,365,606 | 5,400 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,249,452 | 5,400 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,101,800 | 5,600 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,258,712 | 5,600 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,113,784 | 5,600 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,147,384 | 5,600 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,050,612 | 5,800 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,258,542 | 5,800 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,271,655 | 5,500 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,664,626 | 5,900 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,413,286 | 5,900 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||