AWM
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Activest Wealth Management’s IQVIA IQV Stock Holding History

Activest 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 		$21.8K Buy
113
+15
+15% +$2.62K ﹤0.01% 433
2026
Q1 		$16.7K Sell
98
-40
-29% -$7.8K ﹤0.01% 571
2025
Q4 		$31.1K Buy
138
+118
+590% +$25.7K 0.01% 406
2025
Q3 		$3.8K Buy
20
+3
+18% +$546 ﹤0.01% 692
2025
Q2 		$2.68K Buy
17
+8
+89% +$1.2K ﹤0.01% 642
2025
Q1 		$1.59K Sell
9
-126
-93% -$24.4K ﹤0.01% 697
2024
Q4 		$26.5K Sell
135
-265
-66% -$55.9K 0.01% 226
2024
Q3 		$94.8K Buy
+400
New +$94.4K 0.03% 125
2024
Q1 		– Sell
-150
Closed -$35K – 393
2023
Q4 		$34.7K Buy
+150
New +$30.8K 0.02% 114
2023
Q1 		– Sell
-458
Closed -$93.8K – 423
2022
Q4 		$93.8K Hold
458
– – 0.03% 139
2022
Q3 		$83K Buy
+458
New +$100K 0.03% 145

Other funds holding IQV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Activest Wealth Management's IQV Position: Q2 2026 in Review

Activest Wealth Management increased its IQVIA (IQV) stake by 15% in Q2 2026, buying an estimated $2.62K and bringing the position to 113 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Activest Wealth Management first reported a position in IQV in Q3 2022 and has held it in 11 quarters since. The position peaked at $94.8K in Q3 2024. 357 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Activest Wealth Management held 113 shares of IQVIA worth $21.8K as of Q2 2026.
  • Activest Wealth Management bought 15 IQVIA shares in Q2 2026, an estimated $2.62K.
  • IQVIA made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #433 holding.
  • Activest Wealth Management first reported a position in IQVIA in Q3 2022 and has held it in 11 quarters since.
  • Activest Wealth Management's IQVIA position peaked at $94.8K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.