Position in IQV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$867,751
-$162,651 QoQ
Shares Held
4,491
-25.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#541
of 1,077 holders
Holding Since
Dec 2025
3 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, 2026SPWM Advisors LLC holds $1,104,392 across 2 Diagnostics & Research names. IQV ranks #1 (78.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
4,491 | $867,751 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
472 | $236,641 |
All Filings in IQV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,751 | 4,491 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,030,402 | 6,042 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,489,283 | 6,607 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||