Bartlett & Co Wealth Management
IQV icon

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
Q3 		$52.7K Buy
196
+21
+12% +$5.08K ﹤0.01% 729
2026
Q2 		$33.8K Buy
175
+158
+929% +$27.6K ﹤0.01% 807
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bartlett & Co Wealth Management's IQV Position: Q3 2026 in Review

Bartlett & Co Wealth Management increased its IQVIA (IQV) stake by 12% in Q3 2026, buying an estimated $5.08K and bringing the position to 196 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Bartlett & Co Wealth Management first reported a position in IQV in Q4 2019 and has held it in 18 quarters since. 1,016 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Bartlett & Co Wealth Management held 196 shares of IQVIA worth $52.7K as of Q3 2026.
  • Bartlett & Co Wealth Management bought 21 IQVIA shares in Q3 2026, an estimated $5.08K.
  • IQVIA made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #729 holding.
  • Bartlett & Co Wealth Management first reported a position in IQVIA in Q4 2019 and has held it in 18 quarters since.
  • 1,016 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.