Morton Brown Family Wealth, LLC

Position in IQV — Iqvia Holdings Inc.

CIK 1909851 ALLENTOWN, PA

Position in IQV

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$579

-$614 QoQ

Shares Held

-50.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,068

of 1,082 holders

Holding Since

Dec 2021

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Morton Brown Family Wealth, LLC holds $19,915 across 6 Diagnostics & Research names. IQV ranks #6 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GH	Guardant Health, Inc.	58	$8,701
2	ICLR	Icon PLC	30	$5,211
3	TMO	Thermo Fisher Scientific Inc.	8	$4,010
4	WAT	Waters Corp /De/	2	$750
5	A	Agilent Technologies, Inc.	5	$664
6	IQV	Iqvia Holdings Inc. This page	3	$579

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$579	3	-50.0%	Shares	Sole	2026-07-21
2023-03-31	$1,193	6	0.0%	Shares	Sole	2023-04-26
2021-12-31	$1,692	6	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.