Position in IQV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,265,548
+$4,897,320 QoQ
Shares Held
182,515
+2.5% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#103
of 1,082 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Trajan Wealth LLC holds $35,512,911 across 2 Diagnostics & Research names. IQV ranks #1 (99.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
182,515 | $35,265,548 | |
| 2 | ICLR |
Icon PLC
|
1,424 | $247,363 |
All Filings in IQV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,265,548 | 182,515 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $30,368,228 | 178,071 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $36,551,809 | 162,157 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $28,403,817 | 149,541 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $20,772,410 | 131,813 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,215,421 | 80,632 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,760,495 | 80,202 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,252,140 | 77,023 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $16,445,803 | 77,780 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $18,904,286 | 74,753 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||