Position in IQV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,757,335
+$523,649 QoQ
Shares Held
9,095
+25.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#433
of 1,077 holders
Holding Since
Dec 2022
15 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, 2026HF Advisory Group, LLC holds $2,993,688 across 2 Diagnostics & Research names. IQV ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
9,095 | $1,757,335 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
2,466 | $1,236,353 |
All Filings in IQV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,757,335 | 9,095 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,233,686 | 7,234 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,837,091 | 8,150 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,552,569 | 8,174 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,695,353 | 10,758 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,706,055 | 9,677 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,943,876 | 9,892 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,770,876 | 7,473 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,688,982 | 7,988 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,864,557 | 7,373 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,613,875 | 6,975 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,272,972 | 6,470 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,370,647 | 6,098 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,089,718 | 5,479 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,184,469 | 5,781 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||