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Abound Financial’s IQVIA IQV Stock Holding History

Abound Financial’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
Q1 		$77.9K Hold
457
– – 0.03% 94
2025
Q4 		$103K Buy
+457
New +$99.4K 0.04% 89
2025
Q2 		– Sell
-2,554
Closed -$450K – 155
2025
Q1 		$450K Sell
2,554
-51
-2% -$9.89K 0.23% 43
2024
Q4 		$512K Buy
+2,605
New +$549K 0.26% 40

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Abound Financial's IQV Position: Q1 2026 in Review

Abound Financial held its IQVIA (IQV) position steady in Q1 2026 at 457 shares worth $77.9K. The position accounts for 0.03% of the portfolio, ranked #94.

Abound Financial first reported a position in IQV in Q4 2024 and has held it in 4 quarters since. The position peaked at $512K in Q4 2024. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Abound Financial held 457 shares of IQVIA worth $77.9K as of Q1 2026.
  • Abound Financial left its IQVIA share count unchanged in Q1 2026.
  • IQVIA made up 0.03% of Abound Financial's portfolio in Q1 2026, its #94 holding.
  • Abound Financial first reported a position in IQVIA in Q4 2024 and has held it in 4 quarters since.
  • Abound Financial's IQVIA position peaked at $512K in Q4 2024.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.