Position in IQV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,538,224
+$122,742 QoQ
Shares Held
7,961
-4.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#452
of 1,082 holders
Holding Since
Dec 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, 2026CRUX WEALTH ADVISORS holds $1,985,938 across 2 Diagnostics & Research names. IQV ranks #1 (77.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
7,961 | $1,538,224 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
893 | $447,714 |
All Filings in IQV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,538,224 | 7,961 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,415,482 | 8,300 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,893,444 | 8,400 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,568,144 | 8,256 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,204,617 | 7,644 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,105,224 | 6,269 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,301,485 | 6,623 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||