AWM
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Angeles Wealth Management’s IQVIA IQV Stock Holding History

Angeles 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 		$259K Buy
1,341
+28
+2% +$4.88K 0.01% 418
2026
Q1 		$224K Buy
1,313
+87
+7% +$17K 0.01% 379
2025
Q4 		$276K Buy
1,226
+95
+8% +$20.7K 0.02% 307
2025
Q3 		$215K Buy
+1,131
New +$206K 0.01% 318
2025
Q2 		– Sell
-1,372
Closed -$242K – 438
2025
Q1 		$242K Sell
1,372
-126
-8% -$24.4K 0.02% 253
2024
Q4 		$294K Sell
1,498
-102
-6% -$21.5K 0.02% 216
2024
Q3 		$379K Buy
1,600
+64
+4% +$15.1K 0.03% 165
2024
Q2 		$325K Buy
1,536
+9
+0.6% +$2.04K 0.03% 164
2024
Q1 		$386K Buy
1,527
+78
+5% +$18.2K 0.04% 141
2023
Q4 		$335K Sell
1,449
-67
-4% -$13.8K 0.04% 140
2023
Q3 		$298K Buy
1,516
+27
+2% +$5.86K 0.04% 130
2023
Q2 		$335K Buy
1,489
+19
+1% +$3.81K 0.05% 130
2023
Q1 		$292K Sell
1,470
-1
-0.1% -$214 0.04% 139
2022
Q4 		$301K Sell
1,471
-52
-3% -$10.5K 0.05% 126
2022
Q3 		$276K Buy
1,523
+23
+2% +$5.04K 0.05% 127
2022
Q2 		$325K Hold
1,500
– – 0.06% 125
2022
Q1 		$347K Buy
+1,500
New +$355K 0.07% 123

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

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

Angeles Wealth Management increased its IQVIA (IQV) stake by 2.1% in Q2 2026, buying an estimated $4.88K and bringing the position to 1,341 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #418.

Angeles Wealth Management first reported a position in IQV in Q1 2022 and has held it in 17 quarters since. The position peaked at $386K in Q1 2024. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Angeles Wealth Management held 1,341 shares of IQVIA worth $259K as of Q2 2026.
  • Angeles Wealth Management bought 28 IQVIA shares in Q2 2026, an estimated $4.88K.
  • IQVIA made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #418 holding.
  • Angeles Wealth Management first reported a position in IQVIA in Q1 2022 and has held it in 17 quarters since.
  • Angeles Wealth Management's IQVIA position peaked at $386K in Q1 2024.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.