Position in IQV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,172,265
+$169,490 QoQ
Shares Held
6,067
+3.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#488
of 1,077 holders
Holding Since
Dec 2023
11 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, 2026Invera Wealth Advisors, LLC holds $1,588,082 across 2 Diagnostics & Research names. IQV ranks #1 (73.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
6,067 | $1,172,265 | |
| 2 | DHR |
Danaher Corp /De/
|
2,183 | $415,817 |
All Filings in IQV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,172,265 | 6,067 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,002,775 | 5,880 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,375,145 | 10,537 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,116,311 | 11,142 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,240,929 | 14,220 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $2,477,367 | 14,052 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $2,770,397 | 14,098 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,316,632 | 13,996 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,067,148 | 14,506 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,656,789 | 14,460 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,349,919 | 14,478 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||