Accretive Wealth Partners’s IQVIA IQV Stock Holding History

Accretive Wealth Partners’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	–	Sell	-921	Closed	-$208K	–	183
2025 Q4	$208K	Buy	+921	New	+$200K	0.06%	148
2024 Q4	–	Sell	-970	Closed	-$230K	–	128
2024 Q3	$230K	Hold	970	–	–	0.1%	125
2024 Q2	$205K	Hold	970	–	–	0.09%	131
2024 Q1	$217K	Sell	970 -140	-13%	-$32.7K	0.1%	131
2023 Q4	$257K	Hold	1,110	–	–	0.12%	122
2023 Q3	$218K	Sell	1,110 -200	-15%	-$43.4K	0.13%	114
2023 Q2	$294K	Hold	1,310	–	–	0.17%	103
2023 Q1	$261K	Hold	1,310	–	–	0.17%	105
2022 Q4	$268K	Hold	1,310	–	–	0.18%	102
2022 Q3	$237K	Hold	1,310	–	–	0.18%	98
2022 Q2	$284K	Hold	1,310	–	–	0.21%	98
2022 Q1	$303K	Hold	1,310	–	–	0.19%	98
2021 Q4	$370K	Hold	1,310	–	–	0.24%	96
2021 Q3	$314K	Hold	1,310	–	–	0.22%	97
2021 Q2	$317K	Buy	+1,310	New	+$302K	0.23%	95

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Accretive Wealth Partners's IQV Position: Q1 2026 in Review

Accretive Wealth Partners sold out of IQVIA (IQV) in Q1 2026, closing a stake of 921 shares — an estimated $208K sold.

Accretive Wealth Partners first reported a position in IQV in Q2 2021 and held it in 15 quarters. The position peaked at $370K in Q4 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Accretive Wealth Partners reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
Accretive Wealth Partners sold 921 IQVIA shares in Q1 2026, an estimated $208K.
Accretive Wealth Partners first reported a position in IQVIA in Q2 2021 and held it in 15 quarters.
Accretive Wealth Partners's IQVIA position peaked at $370K in Q4 2021.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.