Bartlett & Co Wealth Management’s IQVIA IQV Stock Holding History

Bartlett & Co Wealth Management’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	$2.74K	Sell	17 -15	-47%	-$2.93K	﹤0.01%	1089
2025 Q4	$7.21K	Sell	32 -15	-32%	-$3.26K	﹤0.01%	968
2025 Q3	$8.93K	Buy	47 +32	+213%	+$5.82K	﹤0.01%	932
2025 Q2	$2.36K	Sell	15 -1	-6%	-$151	﹤0.01%	1082
2025 Q1	$2.82K	Buy	16 +1	+7%	+$194	﹤0.01%	1042
2024 Q4	$2.95K	Buy	+15	New	+$3.16K	﹤0.01%	1014
2023 Q3	–	Sell	-19	Closed	-$4.27K	–	1194
2023 Q2	$4.27K	Hold	19	–	–	﹤0.01%	1003
2023 Q1	$3.78K	Sell	19 -32	-63%	-$6.84K	﹤0.01%	934
2022 Q4	$10.4K	Buy	51 +32	+168%	+$6.49K	﹤0.01%	823
2022 Q3	$3.44K	Hold	19	–	–	﹤0.01%	982
2022 Q2	$4.12K	Buy	+19	New	+$4.13K	﹤0.01%	1060
2021 Q4	–	Sell	-15	Closed	-$3.59K	–	636
2021 Q3	$3.59K	Buy	15 +12	+400%	+$3.03K	﹤0.01%	801
2021 Q2	$727	Hold	3	–	–	﹤0.01%	992
2021 Q1	$579	Hold	3	–	–	﹤0.01%	1038
2020 Q4	$538	Buy	+3	New	+$506	﹤0.01%	1136
2020 Q1	–	Sell	-274	Closed	-$42.3K	–	872
2019 Q4	$42.3K	Buy	+274	New	+$40K	﹤0.01%	561

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bartlett & Co Wealth Management's IQV Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its IQVIA (IQV) stake by 47% in Q1 2026, selling an estimated $2.93K and leaving 17 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Bartlett & Co Wealth Management first reported a position in IQV in Q4 2019 and has held it in 16 quarters since. The position peaked at $42.3K in Q4 2019. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Bartlett & Co Wealth Management held 17 shares of IQVIA worth $2.74K as of Q1 2026.
Bartlett & Co Wealth Management sold 15 IQVIA shares in Q1 2026, an estimated $2.93K.
IQVIA made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1089 holding.
Bartlett & Co Wealth Management first reported a position in IQVIA in Q4 2019 and has held it in 16 quarters since.
Bartlett & Co Wealth Management's IQVIA position peaked at $42.3K in Q4 2019.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.