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Action Point Financial Planning’s IQVIA IQV Stock Holding History

Action Point Financial Planning’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 		$14.9K Buy
+81
New +$14.1K ﹤0.01% 1268

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

Action Point Financial Planning's IQV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in IQVIA (IQV) in Q2 2026: 81 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #1268 among its holdings.

1,082 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Action Point Financial Planning held 81 shares of IQVIA worth $14.9K as of Q2 2026.
  • IQVIA was a new Action Point Financial Planning position in Q2 2026.
  • IQVIA made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1268 holding.
  • 1,082 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

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