Private Wealth Management Group, LLC
Position in IQV — Iqvia Holdings Inc.
CIK 2011342
PRINCETON, NJ
Position in IQV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,820
+$1,270 QoQ
Shares Held
56
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#960
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, 2026Private Wealth Management Group, LLC holds $406,867 across 18 Diagnostics & Research names. IQV ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RVTY |
Revvity, Inc.
|
1,037 | $115,376 | |
| 2 | DGX |
Quest Diagnostics Inc
|
442 | $93,681 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
104 | $52,141 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
62 | $32,639 | |
| 5 | MTD |
Mettler Toledo International Inc/
|
16 | $20,440 | |
| 6 | A |
Agilent Technologies, Inc.
|
108 | $14,345 | |
| 7 | ILMN |
Illumina, Inc.
|
73 | $12,835 | |
| 8 | IQV |
Iqvia Holdings Inc.
This page
|
56 | $10,820 |
All Filings in IQV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,820 | 56 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,550 | 56 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $12,397 | 55 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,446 | 55 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,667 | 55 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $528 | 3 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,751 | 14 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,606 | 11 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,114 | 10 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,528 | 10 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,313 | 10 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||