Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

IQV holding history

IQVIA Holdings Inc. in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IQV overview All 13F holders of IQV Full Q2 2026 holdings

Shares (Q2 2026): 22,096
Value: $4.27M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of IQV by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,096	$4.27M	0.4%	−10,011−31.2%	Reduced	Holders
Q1 2026	32,107	$5.48M	0.5%	−8,888−21.7%	Reduced	Holders
Q4 2025	40,995	$9.24M	0.9%	−7,368−15.2%	Reduced	Holders
Q3 2025	48,363	$9.19M	0.9%	−2,801−5.5%	Reduced	Holders
Q2 2025	51,164	$8.06M	0.7%	+5,249+11.4%	Added	Holders
Q1 2025	45,915	$8.09M	0.8%	+11,449+33.2%	Added	Holders
Q4 2024	34,466	$6.77M	0.7%	−136−0.4%	Reduced	Holders
Q3 2024	34,602	$8.20M	0.8%	+678+2.0%	Added	Holders
Q2 2024	33,924	$7.17M	0.8%	+3,021+9.8%	Added	Holders
Q1 2024	30,903	$7.82M	0.8%	+96+0.3%	Added	Holders
Q4 2023	30,807	$7.13M	0.8%	+259+0.8%	Added	Holders
Q3 2023	30,548	$6.01M	0.7%	+211+0.7%	Added	Holders
Q2 2023	30,337	$6.82M	0.8%	+631+2.1%	Added	Holders
Q1 2023	29,706	$5.91M	0.8%	+353+1.2%	Added	Holders
Q4 2022	29,353	$6.01M	0.8%	−7,925−21.3%	Reduced	Holders
Q3 2022	37,278	$6.75M	1.0%	+709+1.9%	Added	Holders
Q2 2022	36,569	$7.93M	1.1%	+2,138+6.2%	Added	Holders
Q1 2022	34,431	$7.96M	1.0%	+2,728+8.6%	Added	Holders
Q4 2021	31,703	$8.95M	1.1%	−113−0.4%	Reduced	Holders
Q3 2021	31,816	$7.62M	1.0%	+6,707+26.7%	Added	Holders
Q2 2021	25,109	$6.10M	0.8%	−3,397−11.9%	Reduced	Holders
Q1 2021	28,506	$5.50M	0.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.