Position in IQV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,023
+$2,465 QoQ
Shares Held
26
+73.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#996
of 1,077 holders
Holding Since
Jun 2025
5 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, 2026Rialto Wealth Management, LLC holds $137,295 across 21 Diagnostics & Research names. IQV ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDXX |
Idexx Laboratories Inc /De
|
87 | $45,800 | |
| 2 | DHR |
Danaher Corp /De/
|
152 | $28,952 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
26 | $13,035 | |
| 4 | ILMN |
Illumina, Inc.
|
35 | $6,154 | |
| 5 | WAT |
Waters Corp /De/
|
14 | $5,250 | |
| 6 | LH |
Labcorp Holdings Inc.
|
18 | $5,040 | |
| 7 | IQV |
Iqvia Holdings Inc.
This page
|
26 | $5,023 | |
| 8 | CRL |
Charles River Laboratories International, Inc.
|
22 | $4,989 |
All Filings in IQV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,023 | 26 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,558 | 15 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,028 | 9 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,329 | 7 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $472 | 3 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||