Cornerstone Financial Management LLC
Position in IQV — Iqvia Holdings Inc.
CIK 2110329
PROVIDENCE, RI
Position in IQV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,081
+$5,841 QoQ
Shares Held
47
+147.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#969
of 1,077 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $109,874 across 15 Diagnostics & Research names. IQV ranks #7 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
36 | $18,048 | |
| 2 | DHR |
Danaher Corp /De/
|
90 | $17,143 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
26 | $13,687 | |
| 4 | WAT |
Waters Corp /De/
|
35 | $13,126 | |
| 5 | A |
Agilent Technologies, Inc.
|
81 | $10,759 | |
| 6 | MTD |
Mettler Toledo International Inc/
|
8 | $10,220 | |
| 7 | IQV |
Iqvia Holdings Inc.
This page
|
47 | $9,081 | |
| 8 | DGX |
Quest Diagnostics Inc
|
18 | $3,815 |
All Filings in IQV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,081 | 47 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,240 | 19 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,467 | 42 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||