Position in IQV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,447
+$17,839 QoQ
Shares Held
111
+484.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#935
of 1,077 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026JPL Wealth Management, LLC holds $378,414 across 17 Diagnostics & Research names. IQV ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAT |
Waters Corp /De/
|
251 | $94,134 | |
| 2 | DGX |
Quest Diagnostics Inc
|
398 | $84,355 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
98 | $51,590 | |
| 4 | LH |
Labcorp Holdings Inc.
|
97 | $27,160 | |
| 5 | IQV |
Iqvia Holdings Inc.
This page
|
111 | $21,447 | |
| 6 | ILMN |
Illumina, Inc.
|
112 | $19,692 | |
| 7 | NTRA |
Natera, Inc.
|
68 | $18,458 | |
| 8 | DHR |
Danaher Corp /De/
|
95 | $18,095 |
All Filings in IQV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,447 | 111 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $3,608 | 19 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||