Position in IQV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,497,841
-$1,347,959 QoQ
Shares Held
7,752
-53.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#452
of 1,077 holders
Holding Since
Mar 2025
6 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, 2026Legacy Wealth Management, LLC / MS holds $5,362,486 across 3 Diagnostics & Research names. IQV ranks #3 (27.9% of the industry book) .
All Filings in IQV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,497,841 | 7,752 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,845,800 | 16,687 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,652,462 | 20,640 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $3,626,904 | 19,095 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,504,644 | 22,239 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $3,424,980 | 19,427 | Shares | Sole | 2025-04-03 | |
| No filing history on record for this holder in this stock. | ||||||