Asset Dedication LLC’s IQVIA IQV Stock Holding History

Asset Dedication LLC’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	$19.7K	Buy	102 +30	+42%	+$5.23K	﹤0.01%	673
2026 Q1	$12.3K	Hold	72	–	–	﹤0.01%	734
2025 Q4	$16.2K	Hold	72	–	–	﹤0.01%	694
2025 Q3	$13.7K	Sell	72 -171	-70%	-$31.1K	﹤0.01%	749
2025 Q2	$38.3K	Buy	243 +168	+224%	+$25.3K	﹤0.01%	565
2025 Q1	$13.2K	Buy	75 +3	+4%	+$582	﹤0.01%	727
2024 Q4	$14.1K	Hold	72	–	–	﹤0.01%	712
2024 Q3	$17.1K	Buy	72 +8	+13%	+$1.89K	﹤0.01%	718
2024 Q2	$13.5K	Hold	64	–	–	﹤0.01%	765
2024 Q1	$16K	Hold	64	–	–	﹤0.01%	622
2023 Q4	$15K	Sell	64 -12	-16%	-$2.46K	﹤0.01%	620
2023 Q3	$15K	Buy	76 +12	+19%	+$2.61K	﹤0.01%	616
2023 Q2	$14K	Sell	64 -10	-14%	-$2.01K	﹤0.01%	621
2023 Q1	$15K	Buy	74 +10	+16%	+$2.14K	﹤0.01%	604
2022 Q4	$13K	Sell	64 -4	-6%	-$811	﹤0.01%	620
2022 Q3	$13K	Hold	68	–	–	﹤0.01%	586
2022 Q2	$15K	Hold	68	–	–	﹤0.01%	315
2022 Q1	$16K	Buy	68 +4	+6%	+$947	﹤0.01%	593
2021 Q4	$18K	Hold	64	–	–	﹤0.01%	557
2021 Q3	$15K	Buy	+64	New	+$16.2K	﹤0.01%	623

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Asset Dedication LLC's IQV Position: Q2 2026 in Review

Asset Dedication LLC increased its IQVIA (IQV) stake by 42% in Q2 2026, buying an estimated $5.23K and bringing the position to 102 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Asset Dedication LLC first reported a position in IQV in Q3 2021 and has held it in 20 quarters since. The position peaked at $38.3K in Q2 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Asset Dedication LLC held 102 shares of IQVIA worth $19.7K as of Q2 2026.
Asset Dedication LLC bought 30 IQVIA shares in Q2 2026, an estimated $5.23K.
IQVIA made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #673 holding.
Asset Dedication LLC first reported a position in IQVIA in Q3 2021 and has held it in 20 quarters since.
Asset Dedication LLC's IQVIA position peaked at $38.3K in Q2 2025.
1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.