Concurrent Investment Advisors, LLC

Position in IQV — Iqvia Holdings Inc.

CIK 2001015 Tampa, FL

Position in IQV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,681,893

+$594,825 QoQ

Shares Held

13,880

+13.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#386

of 1,077 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $33,542,356 across 16 Diagnostics & Research names. IQV ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	22,699	$11,380,370
2	ICLR	Icon PLC	36,482	$6,337,287
3	IQV	Iqvia Holdings Inc. This page	13,880	$2,681,893
4	DHR	Danaher Corp /De/	11,715	$2,231,472
5	NTRA	Natera, Inc.	7,639	$2,073,606
6	GRAL	GRAIL, Inc.	30,253	$2,065,371
7	LH	Labcorp Holdings Inc.	5,369	$1,503,320
8	DGX	Quest Diagnostics Inc	5,183	$1,098,536

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,681,893	13,880	+13.4%	Shares	Sole	2026-07-27
2026-03-31	$2,087,068	12,238	+2.4%	Shares	Sole	2026-04-21
2025-12-31	$2,693,198	11,948	+36.0%	Shares	Sole	2026-01-29
2025-09-30	$1,669,002	8,787	-5.0%	Shares	Sole	2025-10-27
2025-06-30	$1,457,392	9,248	+20.4%	Shares	Sole	2025-07-25
2025-03-31	$1,353,984	7,680	+39.3%	Shares	Sole	2025-04-29
2024-12-31	$1,083,556	5,514	-2.9%	Shares	Sole	2025-02-03
2024-09-30	$1,345,752	5,679	+5.6%	Shares	Sole	2024-10-30
2024-06-30	$1,137,124	5,378	+10.5%	Shares	Sole	2024-07-30
2024-03-31	$1,230,815	4,867	-25.8%	Shares	Sole	2024-05-07
2023-12-31	$1,517,621	6,559	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.