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Aventura Private Wealth’s IQVIA IQV Stock Holding History

Aventura 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
Q2 		$966 Hold
5
– – ﹤0.01% 893
2026
Q1 		$853 Hold
5
– – ﹤0.01% 811
2025
Q4 		$1.13K Buy
+5
New +$1.09K ﹤0.01% 738
2025
Q2 		– Sell
-9
Closed -$1.59K – 812
2025
Q1 		$1.59K Hold
9
– – ﹤0.01% 622
2024
Q4 		$1.77K Buy
+9
New +$1.9K ﹤0.01% 592

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

Aventura Private Wealth's IQV Position: Q2 2026 in Review

Aventura Private Wealth held its IQVIA (IQV) position steady in Q2 2026 at 5 shares worth $966. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Aventura Private Wealth first reported a position in IQV in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.77K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Aventura Private Wealth held 5 shares of IQVIA worth $966 as of Q2 2026.
  • Aventura Private Wealth left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #893 holding.
  • Aventura Private Wealth first reported a position in IQVIA in Q4 2024 and has held it in 5 quarters since.
  • Aventura Private Wealth's IQVIA position peaked at $1.77K in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.