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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
Q2 		$88.3K Hold
457
– – 0.04% 98
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 $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Abound Financial's IQV Position: Q2 2026 in Review

Abound Financial held its IQVIA (IQV) position steady in Q2 2026 at 457 shares worth $88.3K. The position accounts for 0.04% of the portfolio, ranked #98.

Abound Financial first reported a position in IQV in Q4 2024 and has held it in 5 quarters since. The position peaked at $512K in Q4 2024. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Abound Financial held 457 shares of IQVIA worth $88.3K as of Q2 2026.
  • Abound Financial left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up 0.04% of Abound Financial's portfolio in Q2 2026, its #98 holding.
  • Abound Financial first reported a position in IQVIA in Q4 2024 and has held it in 5 quarters since.
  • Abound Financial's IQVIA position peaked at $512K in Q4 2024.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.