STACKSTONE WEALTH, LLC’s IQVIA IQV Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio IQV Stock Details IQV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$345K	Buy	+1,282	New	+$310K	0.03%	258

Other funds holding IQV

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

STACKSTONE WEALTH, LLC's IQV Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in IQVIA (IQV) in Q3 2026: 1,282 shares worth $345K. The stake represents 0.03% of the portfolio and ranks #258 among its holdings.

152 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

STACKSTONE WEALTH, LLC held 1,282 shares of IQVIA worth $345K as of Q3 2026.
IQVIA was a new STACKSTONE WEALTH, LLC position in Q3 2026.
IQVIA made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #258 holding.
152 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.