Superior Planning, LLC’s IQVIA IQV Stock Holding History

Superior Planning, 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	$28K	Buy	+104	New	+$25.1K	0.01%	571

Other funds holding IQV

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Superior Planning, LLC's IQV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in IQVIA (IQV) in Q3 2026: 104 shares worth $28K. The stake represents 0.01% of the portfolio and ranks #571 among its holdings.

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

Superior Planning, LLC held 104 shares of IQVIA worth $28K as of Q3 2026.
IQVIA was a new Superior Planning, LLC position in Q3 2026.
IQVIA made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #571 holding.
864 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.