Position in IQV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$14,674,285
+$957,071 QoQ
Shares Held
75,946
-5.6% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#182
of 1,077 holders
Holding Since
Dec 2022
10 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, 2026Moran Wealth Management, LLC holds $53,638,705 across 5 Diagnostics & Research names. IQV ranks #2 (27.4% of the industry book) .
All Filings in IQV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,674,285 | 75,946 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $13,717,214 | 80,434 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $9,065,313 | 40,217 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $7,939,112 | 41,798 | Shares | Sole | 2025-10-23 | |
| 2024-03-31 | $17,279,973 | 68,330 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,886,782 | 68,661 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $13,909,044 | 70,694 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,925,853 | 70,854 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $14,166,536 | 71,228 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,042,477 | 63,656 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||