Position in IQV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,365,678
+$154,674 QoQ
Shares Held
7,068
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#464
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, 2026Unique Wealth Strategies, LLC holds $1,664,488 across 2 Diagnostics & Research names. IQV ranks #1 (82.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
7,068 | $1,365,678 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
596 | $298,810 |
All Filings in IQV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,365,678 | 7,068 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,211,004 | 7,101 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $1,896,148 | 8,412 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $1,560,357 | 8,215 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $1,211,236 | 7,686 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $1,393,122 | 7,902 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $1,495,441 | 7,610 | Shares | Sole | 2026-07-14 | |
| 2024-09-30 | $2,172,303 | 9,167 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $1,730,636 | 8,185 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,069,904 | 8,185 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,840,859 | 7,956 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||