Position in IQV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$295,433
+$27,856 QoQ
Shares Held
1,529
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#745
of 1,077 holders
Holding Since
Dec 2023
5 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, 2026Turtle Creek Wealth Advisors, LLC holds $4,018,583 across 7 Diagnostics & Research names. IQV ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
2,732 | $1,369,715 | |
| 2 | A |
Agilent Technologies, Inc.
|
5,361 | $712,101 | |
| 3 | DHR |
Danaher Corp /De/
|
3,054 | $581,725 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
809 | $425,889 | |
| 5 | DGX |
Quest Diagnostics Inc
|
1,654 | $350,565 | |
| 6 | IQV |
Iqvia Holdings Inc.
This page
|
1,529 | $295,433 | |
| 7 | WAT |
Waters Corp /De/
|
755 | $283,155 |
All Filings in IQV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,433 | 1,529 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $267,577 | 1,569 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $555,184 | 2,463 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $340,752 | 1,794 | Shares | Sole | 2025-10-29 | |
| 2023-12-31 | $15,733 | 68 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||