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Allworth Financial’s IQVIA IQV Stock Holding History

Allworth Financial’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 		$599K Buy
3,099
+1,661
+116% +$290K ﹤0.01% 909
2026
Q1 		$245K Sell
1,438
-882
-38% -$172K ﹤0.01% 1284
2025
Q4 		$523K Buy
2,320
+683
+42% +$149K ﹤0.01% 921
2025
Q3 		$311K Buy
1,637
+667
+69% +$121K ﹤0.01% 1078
2025
Q2 		$153K Buy
970
+293
+43% +$44.1K ﹤0.01% 1304
2025
Q1 		$102K Sell
677
-283
-29% -$54.9K ﹤0.01% 1225
2024
Q4 		$197K Buy
960
+22
+2% +$4.64K ﹤0.01% 955
2024
Q3 		$222K Buy
938
+6
+0.6% +$1.42K ﹤0.01% 789
2024
Q2 		$209K Buy
932
+168
+22% +$38.2K ﹤0.01% 802
2024
Q1 		$193K Buy
764
+165
+28% +$38.5K ﹤0.01% 798
2023
Q4 		$139K Sell
599
-91
-13% -$18.7K ﹤0.01% 836
2023
Q3 		$136K Buy
690
+26
+4% +$5.65K ﹤0.01% 777
2023
Q2 		$149K Buy
664
+107
+19% +$21.5K ﹤0.01% 766
2023
Q1 		$111K Buy
557
+336
+152% +$71.8K ﹤0.01% 821
2022
Q4 		$45.3K Buy
221
+59
+36% +$12K ﹤0.01% 1050
2022
Q3 		$29K Sell
162
-155
-49% -$34K ﹤0.01% 1150
2022
Q2 		$69K Buy
317
+43
+16% +$9.34K ﹤0.01% 805
2022
Q1 		$63K Buy
274
+127
+86% +$30.1K ﹤0.01% 830
2021
Q4 		$41K Buy
147
+21
+17% +$5.45K ﹤0.01% 894
2021
Q3 		$30K Buy
126
+53
+73% +$13.4K ﹤0.01% 913
2021
Q2 		$18K Hold
73
– – ﹤0.01% 881
2021
Q1 		$14K Hold
73
– – ﹤0.01% 884
2020
Q4 		$13K Buy
+73
New +$12.3K ﹤0.01% 774

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

Allworth Financial's IQV Position: Q2 2026 in Review

Allworth Financial increased its IQVIA (IQV) stake by 116% in Q2 2026, buying an estimated $290K and bringing the position to 3,099 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Allworth Financial first reported a position in IQV in Q4 2020 and has held it in 23 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Allworth Financial held 3,099 shares of IQVIA worth $599K as of Q2 2026.
  • Allworth Financial bought 1,661 IQVIA shares in Q2 2026, an estimated $290K.
  • IQVIA made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #909 holding.
  • Allworth Financial first reported a position in IQVIA in Q4 2020 and has held it in 23 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.