Position in IQV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$886,493
-$149,708 QoQ
Shares Held
4,588
-24.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#540
of 1,082 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $8,036,294 across 11 Diagnostics & Research names. IQV ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ILMN |
Illumina, Inc.
|
10,602 | $1,864,149 | |
| 2 | MEDP |
Medpace Holdings, Inc.
|
2,618 | $1,386,466 | |
| 3 | NTRA |
Natera, Inc.
|
4,929 | $1,337,977 | |
| 4 | IQV |
Iqvia Holdings Inc.
This page
|
4,588 | $886,493 | |
| 5 | A |
Agilent Technologies, Inc.
|
6,386 | $848,252 | |
| 6 | MTD |
Mettler Toledo International Inc/
|
315 | $402,415 | |
| 7 | DHR |
Danaher Corp /De/
|
2,088 | $397,722 | |
| 8 | CRL |
Charles River Laboratories International, Inc.
|
1,086 | $246,293 |
All Filings in IQV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $886,493 | 4,588 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,036,201 | 6,076 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,375,001 | 6,100 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||