Position in IQV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,556,096
+$3,777,007 QoQ
Shares Held
106,387
+8.1% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#144
of 1,077 holders
Holding Since
Dec 2021
19 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, 2026GDS Wealth Management holds $42,966,465 across 2 Diagnostics & Research names. IQV ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRA |
Natera, Inc.
|
82,558 | $22,410,369 | |
| 2 | IQV |
Iqvia Holdings Inc.
This page
|
106,387 | $20,556,096 |
All Filings in IQV
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,556,096 | 106,387 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $16,779,089 | 98,388 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $20,855,834 | 92,524 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $17,322,717 | 91,201 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $13,787,706 | 87,491 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,718,837 | 66,471 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,698,043 | 59,529 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,007,994 | 54,893 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $10,748,975 | 50,837 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,599,811 | 45,869 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $9,624,251 | 41,595 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,152,059 | 36,351 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $7,617,455 | 33,890 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,020,419 | 35,298 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,997,949 | 43,916 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $8,814,815 | 48,663 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $9,278,058 | 42,758 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,920,148 | 21,280 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | $5,709,385 | 20,236 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||