REGATTA CAPITAL GROUP, LLC

Position in IQV — Iqvia Holdings Inc.

CIK 1911488 EL SEGUNDO, CA

Position in IQV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$459,283

+$37,368 QoQ

Shares Held

2,377

-3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#658

of 1,077 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

REGATTA CAPITAL GROUP, LLC holds $1,177,731 across 2 Diagnostics & Research names. IQV ranks #2 (39.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TMO	Thermo Fisher Scientific Inc.	1,433	$718,448
2	IQV	Iqvia Holdings Inc. This page	2,377	$459,283

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$459,283	2,377	-3.9%	Shares	Sole	2026-08-12
2026-03-31	$421,915	2,474	+2.1%	Shares	Sole	2026-04-15
2025-12-31	$546,393	2,424	+7.0%	Shares	Sole	2026-01-13
2025-09-30	$430,404	2,266	-11.8%	Shares	Sole	2025-10-17
2025-06-30	$404,691	2,568	+16.4%	Shares	Sole	2025-07-15
2025-03-31	$388,917	2,206	+1.8%	Shares	Sole	2025-04-14
2024-12-31	$425,640	2,166	+4.7%	Shares	Sole	2025-01-21
2024-09-30	$490,053	2,068	-3.0%	Shares	Sole	2024-10-15
2024-06-30	$451,001	2,133	+0.3%	Shares	Sole	2024-08-02
2024-03-31	$537,897	2,127	+3.0%	Shares	Sole	2024-04-23
2023-12-31	$477,799	2,065	+0.3%	Shares	Sole	2024-01-22
2023-09-30	$405,108	2,059	+2.7%	Shares	Sole	2023-10-30
2023-06-30	$450,663	2,005	+1.4%	Shares	Sole	2023-07-13
2023-03-31	$393,205	1,977	0.0%	Shares	Sole	2023-05-01
2022-12-31	$405,067	1,977	-3.5%	Shares	Sole	2023-02-07
2022-09-30	$371,155	2,049	+5.6%	Shares	Sole	2022-11-14
2022-06-30	$421,177	1,941	-4.1%	Shares	Sole	2022-08-09
2022-03-31	$467,969	2,024	+2.5%	Shares	Sole	2022-05-16
2021-12-31	$556,944	1,974	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.