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Ashton Thomas Private Wealth’s IQVIA IQV Stock Holding History

Ashton Thomas Private Wealth’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 		$335K Sell
1,965
-435
-18% -$84.9K 0.01% 844
2025
Q4 		$541K Sell
2,400
-24
-1% -$5.22K 0.01% 638
2025
Q3 		$460K Buy
+2,424
New +$441K 0.01% 665
2025
Q2 		– Sell
-1,240
Closed -$219K – 853
2025
Q1 		$219K Sell
1,240
-94
-7% -$18.2K 0.01% 750
2024
Q4 		$262K Buy
+1,334
New +$281K 0.01% 669
2024
Q3 		– Sell
-774
Closed -$164K – 1224
2024
Q2 		$164K Sell
774
-657
-46% -$149K 0.01% 621
2024
Q1 		$362K Sell
1,431
-166
-10% -$38.8K 0.02% 468
2023
Q4 		$370K Sell
1,597
-41
-3% -$8.42K 0.02% 464
2023
Q3 		$322K Sell
1,638
-20
-1% -$4.34K 0.02% 464
2023
Q2 		$373K Buy
1,658
+306
+23% +$61.4K 0.03% 447
2023
Q1 		$269K Sell
1,352
-2
-0.1% -$427 0.02% 437
2022
Q4 		$277K Sell
1,354
-75
-5% -$15.2K 0.03% 412
2022
Q3 		$259K Sell
1,429
-81
-5% -$17.7K 0.03% 406
2022
Q2 		$328K Sell
1,510
-2,475
-62% -$537K 0.04% 364
2022
Q1 		$921K Sell
3,985
-277
-6% -$65.6K 0.08% 260
2021
Q4 		$1.2M Buy
4,262
+184
+5% +$47.7K 0.12% 207
2021
Q3 		$977K Buy
4,078
+313
+8% +$79K 0.14% 161
2021
Q2 		$912K Sell
3,765
-1,826
-33% -$422K 0.14% 169
2021
Q1 		$1.08M Sell
5,591
-470
-8% -$88.2K 0.18% 134
2020
Q4 		$1.09M Buy
6,061
+1,222
+25% +$206K 0.21% 129
2020
Q3 		$763K Buy
4,839
+2,187
+82% +$343K 0.19% 131
2020
Q2 		$376K Buy
+2,652
New +$359K 0.11% 180

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

Ashton Thomas Private Wealth's IQV Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its IQVIA (IQV) stake by 18% in Q1 2026, selling an estimated $84.9K and leaving 1,965 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #844.

Ashton Thomas Private Wealth first reported a position in IQV in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.2M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Ashton Thomas Private Wealth held 1,965 shares of IQVIA worth $335K as of Q1 2026.
  • Ashton Thomas Private Wealth sold 435 IQVIA shares in Q1 2026, an estimated $84.9K.
  • IQVIA made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #844 holding.
  • Ashton Thomas Private Wealth first reported a position in IQVIA in Q2 2020 and has held it in 22 quarters since.
  • Ashton Thomas Private Wealth's IQVIA position peaked at $1.2M in Q4 2021.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.