Position in IQV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$72,457
+$71,827 QoQ
Shares Held
375
+9275.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#883
of 1,077 holders
Holding Since
Mar 2024
7 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $990,350 across 6 Diagnostics & Research names. IQV ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
1,491 | $747,527 | |
| 2 | IQV |
Iqvia Holdings Inc.
This page
|
375 | $72,457 | |
| 3 | DGX |
Quest Diagnostics Inc
|
321 | $68,035 | |
| 4 | CRL |
Charles River Laboratories International, Inc.
|
255 | $57,831 | |
| 5 | DHR |
Danaher Corp /De/
|
210 | $40,000 | |
| 6 | WAT |
Waters Corp /De/
|
12 | $4,500 |
All Filings in IQV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,457 | 375 | Shares | Sole | 2026-08-10 | |
| 2025-06-30 | $630 | 4 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $705 | 4 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $786 | 4 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,368 | 10 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,268 | 6 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,517 | 6 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||