AWM
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AE Wealth Management’s IQVIA IQV Stock Holding History

AE 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
Q1 		$1.4M Buy
8,228
+411
+5% +$80.2K 0.01% 749
2025
Q4 		$1.76M Buy
7,817
+285
+4% +$62K 0.01% 641
2025
Q3 		$1.43M Buy
7,532
+209
+3% +$38K 0.01% 661
2025
Q2 		$1.15M Buy
7,323
+2,314
+46% +$348K 0.01% 689
2025
Q1 		$883K Buy
5,009
+2,211
+79% +$429K 0.01% 740
2024
Q4 		$550K Sell
2,798
-12,544
-82% -$2.65M ﹤0.01% 877
2024
Q3 		$3.64M Sell
15,342
-20
-0.1% -$4.72K 0.03% 396
2024
Q2 		$3.25M Buy
15,362
+1,431
+10% +$325K 0.03% 420
2024
Q1 		$3.52M Sell
13,931
-15,349
-52% -$3.58M 0.04% 374
2023
Q4 		$6.33M Sell
29,280
-4,080
-12% -$838K 0.03% 528
2023
Q3 		$6.56M Buy
33,360
+7,366
+28% +$1.6M 0.04% 471
2023
Q2 		$5.84M Sell
25,994
-23,233
-47% -$4.66M 0.04% 493
2023
Q1 		$9.79M Buy
49,227
+7,153
+17% +$1.53M 0.06% 348
2022
Q4 		$8.62M Buy
42,074
+25,693
+157% +$5.21M 0.06% 355
2022
Q3 		$2.97M Buy
16,381
+12,924
+374% +$2.83M 0.02% 575
2022
Q2 		$750K Buy
3,457
+177
+5% +$38.4K 0.01% 993
2022
Q1 		$758K Buy
3,280
+485
+17% +$115K 0.01% 1033
2021
Q4 		$789K Sell
2,795
-10,454
-79% -$2.71M 0.01% 1044
2021
Q3 		$3.17M Buy
13,249
+947
+8% +$239K 0.03% 500
2021
Q2 		$2.98M Buy
12,302
+1,750
+17% +$404K 0.03% 513
2021
Q1 		$2.04M Buy
10,552
+1,049
+11% +$197K 0.02% 561
2020
Q4 		$1.7M Buy
9,503
+64
+0.7% +$10.8K 0.02% 548
2020
Q3 		$1.49M Buy
9,439
+1,028
+12% +$161K 0.02% 517
2020
Q2 		$1.19M Buy
+8,411
New +$1.14M 0.02% 563

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AE Wealth Management's IQV Position: Q1 2026 in Review

AE Wealth Management increased its IQVIA (IQV) stake by 5.3% in Q1 2026, buying an estimated $80.2K and bringing the position to 8,228 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #749.

AE Wealth Management first reported a position in IQV in Q2 2020 and has held it in 24 quarters since. The position peaked at $9.79M in Q1 2023. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • AE Wealth Management held 8,228 shares of IQVIA worth $1.4M as of Q1 2026.
  • AE Wealth Management bought 411 IQVIA shares in Q1 2026, an estimated $80.2K.
  • IQVIA made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #749 holding.
  • AE Wealth Management first reported a position in IQVIA in Q2 2020 and has held it in 24 quarters since.
  • AE Wealth Management's IQVIA position peaked at $9.79M in Q1 2023.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.