Position in IQV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,100,774
+$332,492 QoQ
Shares Held
5,697
+26.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#499
of 1,077 holders
Holding Since
Jun 2023
13 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, 2026HB Wealth Management, LLC holds $37,126,612 across 17 Diagnostics & Research names. IQV ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
23,096 | $11,579,410 | |
| 2 | DHR |
Danaher Corp /De/
|
49,772 | $9,480,570 | |
| 3 | A |
Agilent Technologies, Inc.
|
20,878 | $2,773,224 | |
| 4 | DGX |
Quest Diagnostics Inc
|
12,123 | $2,569,469 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
4,167 | $2,193,675 | |
| 6 | WAT |
Waters Corp /De/
|
3,286 | $1,232,381 | |
| 7 | LH |
Labcorp Holdings Inc.
|
3,955 | $1,107,400 | |
| 8 | IQV |
Iqvia Holdings Inc.
This page
|
5,697 | $1,100,774 |
All Filings in IQV
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,100,774 | 5,697 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $768,282 | 4,505 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,066,640 | 4,732 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $664,979 | 3,501 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $416,667 | 2,644 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $781,185 | 4,431 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $614,486 | 3,127 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $950,960 | 4,013 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $839,628 | 3,971 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $604,154 | 2,389 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $509,498 | 2,202 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $312,439 | 1,588 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $293,324 | 1,305 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||