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Atomi Financial Group’s IQVIA IQV Stock Holding History

Atomi Financial Group’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 		$238K Sell
1,233
-185
-13% -$32.3K 0.01% 1134
2026
Q1 		$242K Buy
1,418
+34
+2% +$6.63K 0.01% 1067
2025
Q4 		$312K Buy
+1,384
New +$301K 0.01% 911

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

Atomi Financial Group's IQV Position: Q2 2026 in Review

Atomi Financial Group reduced its IQVIA (IQV) stake by 13% in Q2 2026, selling an estimated $32.3K and leaving 1,233 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #1134.

Atomi Financial Group first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. The position peaked at $312K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Atomi Financial Group held 1,233 shares of IQVIA worth $238K as of Q2 2026.
  • Atomi Financial Group sold 185 IQVIA shares in Q2 2026, an estimated $32.3K.
  • IQVIA made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1134 holding.
  • Atomi Financial Group first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
  • Atomi Financial Group's IQVIA position peaked at $312K in Q4 2025.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.