BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in IQV — Iqvia Holdings Inc.
CIK 2010186
CINCINNATI, OH
Position in IQV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$33,813
+$30,914 QoQ
Shares Held
175
+929.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#908
of 1,077 holders
Holding Since
Dec 2020
16 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $153,309,705 across 14 Diagnostics & Research names. IQV ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
167,029 | $83,741,659 | |
| 2 | LH |
Labcorp Holdings Inc.
|
204,579 | $57,282,120 | |
| 3 | DHR |
Danaher Corp /De/
|
54,367 | $10,355,826 | |
| 4 | MEDP |
Medpace Holdings, Inc.
|
2,065 | $1,093,603 | |
| 5 | A |
Agilent Technologies, Inc.
|
2,425 | $322,112 | |
| 6 | ILMN |
Illumina, Inc.
|
1,225 | $215,391 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
214 | $112,658 | |
| 8 | WAT |
Waters Corp /De/
|
294 | $110,261 |
All Filings in IQV
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,813 | 175 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,899 | 17 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,213 | 32 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $8,927 | 47 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,363 | 15 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,820 | 16 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,947 | 15 | Shares | Sole | 2025-01-17 | |
| 2023-06-30 | $4,270 | 19 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $3,778 | 19 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $10,449 | 51 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $3,441 | 19 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $4,122 | 19 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $3,593 | 15 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $726 | 3 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $579 | 3 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $537 | 3 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||