Western Pacific Wealth Management, LP
Position in IQV — Iqvia Holdings Inc.
CIK 1907320
Lake Forest, IL
Position in IQV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$330,985
+$38,850 QoQ
Shares Held
1,713
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#723
of 1,077 holders
Holding Since
Sep 2023
12 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, 2026Western Pacific Wealth Management, LP holds $817,162 across 4 Diagnostics & Research names. IQV ranks #1 (40.5% of the industry book) .
All Filings in IQV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,985 | 1,713 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $292,135 | 1,713 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $190,471 | 845 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $160,499 | 845 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $133,163 | 845 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $148,973 | 845 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $166,050 | 845 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $138,627 | 585 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $123,692 | 585 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $147,940 | 585 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $131,886 | 570 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $86,570 | 440 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||