AWM
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Abound Wealth Management’s IQVIA IQV Stock Holding History

Abound Wealth Management’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 		$3.09K Sell
16
-11
-41% -$1.92K ﹤0.01% 680
2026
Q1 		$4.53K Buy
27
+8
+42% +$1.56K ﹤0.01% 754
2025
Q4 		$4.19K Buy
19
+1
+6% +$218 ﹤0.01% 715
2025
Q3 		$3.42K Hold
18
– – ﹤0.01% 723
2025
Q2 		$2.84K Hold
18
– – ﹤0.01% 693
2025
Q1 		$3.17K Sell
18
-1
-5% -$194 ﹤0.01% 631
2024
Q4 		$3.83K Sell
19
-3
-14% -$633 ﹤0.01% 581
2024
Q3 		$5.3K Hold
22
– – ﹤0.01% 540
2024
Q2 		$4.73K Hold
22
– – ﹤0.01% 513
2024
Q1 		$5.66K Sell
22
-2
-8% -$467 ﹤0.01% 489
2023
Q4 		$5.55K Sell
24
-7
-23% -$1.44K ﹤0.01% 476
2023
Q3 		$6.1K Buy
31
+2
+7% +$434 ﹤0.01% 424
2023
Q2 		$6.52K Hold
29
– – ﹤0.01% 429
2023
Q1 		$5.77K Buy
29
+16
+123% +$3.42K ﹤0.01% 372
2022
Q4 		$2.66K Sell
13
-32
-71% -$6.49K ﹤0.01% 491
2022
Q3 		$8.15K Buy
+45
New +$9.86K ﹤0.01% 296

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 Wealth Management's IQV Position: Q2 2026 in Review

Abound Wealth Management reduced its IQVIA (IQV) stake by 41% in Q2 2026, selling an estimated $1.92K and leaving 16 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Abound Wealth Management first reported a position in IQV in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.15K in Q3 2022. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Abound Wealth Management held 16 shares of IQVIA worth $3.09K as of Q2 2026.
  • Abound Wealth Management sold 11 IQVIA shares in Q2 2026, an estimated $1.92K.
  • IQVIA made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #680 holding.
  • Abound Wealth Management first reported a position in IQVIA in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's IQVIA position peaked at $8.15K in Q3 2022.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.