Annis Gardner Whiting Capital Advisors, LLC

Position in IQV — Iqvia Holdings Inc.

CIK 1998414 TAMPA, FL

Position in IQV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$471,456

+$61,137 QoQ

Shares Held

2,440

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#652

of 1,077 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $3,344,953 across 6 Diagnostics & Research names. IQV ranks #3 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTRA	Natera, Inc.	4,203	$1,140,904
2	ICLR	Icon PLC	4,583	$796,112
3	IQV	Iqvia Holdings Inc. This page	2,440	$471,456
4	TMO	Thermo Fisher Scientific Inc.	817	$409,611
5	DHR	Danaher Corp /De/	1,443	$274,862
6	DGX	Quest Diagnostics Inc	1,189	$252,008

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$471,456	2,440	+1.4%	Shares	Sole	2026-08-10
2026-03-31	$410,319	2,406	-4.0%	Shares	Sole	2026-05-06
2025-12-31	$565,102	2,507	+7.3%	Shares	Sole	2026-02-09
2025-09-30	$443,889	2,337	+521.5%	Shares	Sole	2025-11-03
2025-06-30	$59,253	376	+113.6%	Shares	Sole	2025-08-11
2025-03-31	$31,028	176	-92.0%	Shares	Sole	2025-05-09
2024-12-31	$429,963	2,188	-2.2%	Shares	Sole	2025-02-12
2024-09-30	$530,101	2,237	-3.2%	Shares	Sole	2024-11-14
2024-06-30	$488,637	2,311	+7.8%	Shares	Sole	2024-08-12
2024-03-31	$541,943	2,143	+12.3%	Shares	Sole	2024-05-13
2023-12-31	$441,473	1,908	+36.7%	Shares	Sole	2024-02-09
2023-09-30	$274,663	1,396	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.