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Sendero Wealth Management, LLC → IQV
Sendero Wealth Management, LLC IQV Position History
IQVIA Holdings Inc. • Healthcare
Quarters held
8
Latest value
$10.9M
Q3 2026
Peak value
$10.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $71K |
| Q4 2025 | $10.6M |
| Q1 2026 | $8.2M |
| Q1 2026 | $82K |
| Q2 2026 | $9.2M |
| Q2 2026 | $47K |
| Q3 2026 | $64K |
| Q3 2026 | $10.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.9M | 40.5K | — | — |
| Q3 2026 | $64K | 238 | — | — |
| Q2 2026 | $47K | 245 | — | — |
| Q2 2026 | $9.2M | 47.4K | — | — |
| Q1 2026 | $82K | 479 | — | — |
| Q1 2026 | $8.2M | 48.3K | — | — |
| Q4 2025 | $10.6M | 47.1K | — | — |
| Q4 2025 | $71K | 315 | — | — |