Activest Wealth Management
IQV icon

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
Q3 		$30.4K Hold
113
– – 0.01% 356
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Activest Wealth Management's IQV Position: Q3 2026 in Review

Activest Wealth Management held its IQVIA (IQV) position steady in Q3 2026 at 113 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #356.

Activest Wealth Management first reported a position in IQV in Q3 2022 and has held it in 12 quarters since. The position peaked at $94.8K in Q3 2024. 1,016 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Activest Wealth Management held 113 shares of IQVIA worth $30.4K as of Q3 2026.
  • Activest Wealth Management left its IQVIA share count unchanged in Q3 2026.
  • IQVIA made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #356 holding.
  • Activest Wealth Management first reported a position in IQVIA in Q3 2022 and has held it in 12 quarters since.
  • Activest Wealth Management's IQVIA position peaked at $94.8K in Q3 2024.
  • 1,016 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.