Position in IQV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$589,707
+$53,018 QoQ
Shares Held
3,052
-3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.27%
of 13F equity value
Holder Rank
#608
of 1,077 holders
Holding Since
Dec 2024
7 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, 2026Oregon Pacific Wealth Management, LLC holds $589,707 across 1 Diagnostics & Research name. IQV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
3,052 | $589,707 |
All Filings in IQV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,707 | 3,052 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $536,689 | 3,147 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $598,914 | 2,657 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $582,735 | 3,068 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $489,947 | 3,109 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $433,169 | 2,457 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $470,248 | 2,393 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||