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Ares Financial Consulting’s IQVIA IQV Stock Holding History

Ares Financial Consulting’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 		$16.6K Buy
86
+10
+13% +$1.74K 0.01% 462
2026
Q1 		$13.1K Hold
76
– – 0.01% 491
2025
Q4 		$17.1K Buy
+76
New +$16.5K 0.02% 285

Other funds holding IQV

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ares Financial Consulting's IQV Position: Q2 2026 in Review

Ares Financial Consulting increased its IQVIA (IQV) stake by 13% in Q2 2026, buying an estimated $1.74K and bringing the position to 86 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #462.

Ares Financial Consulting first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.1K in Q4 2025. 530 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Ares Financial Consulting held 86 shares of IQVIA worth $16.6K as of Q2 2026.
  • Ares Financial Consulting bought 10 IQVIA shares in Q2 2026, an estimated $1.74K.
  • IQVIA made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #462 holding.
  • Ares Financial Consulting first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's IQVIA position peaked at $17.1K in Q4 2025.
  • 530 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.