ACTION POINT FINANCIAL PLANNING, LLC
Position in IQV — Iqvia Holdings Inc.
CIK 2116119
GRAND RAPIDS, MI
Position in IQV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,645
New position
Shares Held
81
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#955
of 1,082 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $513,607 across 21 Diagnostics & Research names. IQV ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
1,357 | $258,472 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
85 | $42,606 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
53 | $27,893 | |
| 4 | ILMN |
Illumina, Inc.
|
153 | $26,895 | |
| 5 | CRL |
Charles River Laboratories International, Inc.
|
94 | $21,314 | |
| 6 | DGX |
Quest Diagnostics Inc
|
86 | $18,223 | |
| 7 | IQV |
Iqvia Holdings Inc.
This page
|
81 | $15,645 | |
| 8 | WAT |
Waters Corp /De/
|
41 | $15,375 |
All Filings in IQV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,645 | 81 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||