AWM
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Aprio Wealth Management’s IQVIA IQV Stock Holding History

Aprio 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 		$265K Sell
1,551
-192
-11% -$37.5K 0.01% 520
2025
Q4 		$393K Sell
1,743
-124
-7% -$27K 0.02% 365
2025
Q3 		$355K Sell
1,867
-2
-0.1% -$364 0.04% 292
2025
Q2 		$295K Buy
1,869
+5
+0.3% +$753 0.03% 296
2025
Q1 		$329K Buy
1,864
+609
+49% +$118K 0.04% 252
2024
Q4 		$247K Sell
1,255
-292
-19% -$61.6K 0.04% 254
2024
Q3 		$367K Buy
1,547
+278
+22% +$65.6K 0.06% 163
2024
Q2 		$268K Hold
1,269
– – 0.05% 188
2024
Q1 		$321K Buy
1,269
+20
+2% +$4.67K 0.06% 146
2023
Q4 		$289K Hold
1,249
– – 0.06% 137
2023
Q3 		$246K Sell
1,249
-13
-1% -$2.82K 0.07% 136
2023
Q2 		$284K Buy
1,262
+6
+0.5% +$1.21K 0.08% 111
2023
Q1 		$250K Buy
1,256
+178
+17% +$38K 0.08% 118
2022
Q4 		$221K Sell
1,078
-35
-3% -$7.1K 0.08% 114
2022
Q3 		$202K Sell
1,113
-140
-11% -$30.7K 0.08% 105
2022
Q2 		$272K Sell
1,253
-193
-13% -$41.9K 0.11% 78
2022
Q1 		$334K Sell
1,446
-114
-7% -$27K 0.13% 63
2021
Q4 		$440K Sell
1,560
-50
-3% -$13K 0.18% 46
2021
Q3 		$386K Hold
1,610
– – 0.18% 47
2021
Q2 		$390K Buy
+1,610
New +$372K 0.18% 46
2020
Q4 		$306K Sell
1,710
-80
-4% -$13.5K 0.2% 40
2020
Q3 		$282K Sell
1,790
-180
-9% -$28.2K 0.2% 54
2020
Q2 		$280K Sell
1,970
-200
-9% -$27.1K 0.27% 48
2020
Q1 		$234K Sell
2,170
-8
-0.4% -$1.14K 0.3% 50
2019
Q4 		$337K Buy
+2,178
New +$318K 0.25% 48

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

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

Aprio Wealth Management reduced its IQVIA (IQV) stake by 11% in Q1 2026, selling an estimated $37.5K and leaving 1,551 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #520.

Aprio Wealth Management first reported a position in IQV in Q4 2019 and has held it in 25 quarters since. The position peaked at $440K in Q4 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Aprio Wealth Management held 1,551 shares of IQVIA worth $265K as of Q1 2026.
  • Aprio Wealth Management sold 192 IQVIA shares in Q1 2026, an estimated $37.5K.
  • IQVIA made up 0.01% of Aprio Wealth Management's portfolio in Q1 2026, its #520 holding.
  • Aprio Wealth Management first reported a position in IQVIA in Q4 2019 and has held it in 25 quarters since.
  • Aprio Wealth Management's IQVIA position peaked at $440K in Q4 2021.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.