AWM
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Ameliora Wealth Management’s IQVIA IQV Stock Holding History

Ameliora 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 		$21.4K Hold
111
– – 0.01% 178
2026
Q1 		$18.9K Hold
111
– – 0.01% 195
2025
Q4 		$25K Buy
+111
New +$24.2K 0.01% 183
2023
Q4 		– Sell
-1,630
Closed -$321K – 210
2023
Q3 		$321K Hold
1,630
– – 0.19% 64
2023
Q2 		$366K Sell
1,630
-1,460
-47% -$293K 0.23% 61
2023
Q1 		$615K Buy
+3,090
New +$660K 0.36% 57

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

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

Ameliora Wealth Management held its IQVIA (IQV) position steady in Q2 2026 at 111 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #178.

Ameliora Wealth Management first reported a position in IQV in Q1 2023 and has held it in 6 quarters since. The position peaked at $615K in Q1 2023. 1,086 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Ameliora Wealth Management held 111 shares of IQVIA worth $21.4K as of Q2 2026.
  • Ameliora Wealth Management left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up 0.01% of Ameliora Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Ameliora Wealth Management first reported a position in IQVIA in Q1 2023 and has held it in 6 quarters since.
  • Ameliora Wealth Management's IQVIA position peaked at $615K in Q1 2023.
  • 1,086 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.