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Bay Harbor Wealth Management’s IQVIA IQV Stock Holding History

Bay Harbor 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
Q2 		$140K Buy
726
+16
+2% +$2.79K 0.03% 83
2026
Q1 		$121K Buy
710
+110
+18% +$21.5K 0.03% 73
2025
Q4 		$135K Sell
600
-52
-8% -$11.3K 0.04% 67
2025
Q3 		$124K Buy
652
+26
+4% +$4.73K 0.03% 76
2025
Q2 		$98.7K Buy
626
+305
+95% +$45.9K 0.03% 85
2025
Q1 		$56.6K Buy
+321
New +$62.3K 0.02% 103
2024
Q4 		– Sell
-323
Closed -$76.5K – 187
2024
Q3 		$76.5K Sell
323
-10
-3% -$2.36K 0.03% 81
2024
Q2 		$70.4K Sell
333
-1
-0.3% -$227 0.02% 87
2024
Q1 		$84.5K Hold
334
– – 0.03% 76
2023
Q4 		$77.3K Hold
334
– – 0.03% 79
2023
Q3 		$65.7K Buy
334
+3
+0.9% +$651 0.03% 77
2023
Q2 		$74.4K Sell
331
-23
-6% -$4.62K 0.03% 67
2023
Q1 		$70.4K Buy
354
+342
+2,850% +$73.1K 0.03% 77
2022
Q4 		$2K Hold
12
– – ﹤0.01% 166
2022
Q3 		$2K Buy
12
+1
+9% +$219 ﹤0.01% 170
2022
Q2 		$2K Hold
11
– – ﹤0.01% 166
2022
Q1 		$3K Buy
11
+2
+22% +$474 ﹤0.01% 158
2021
Q4 		$2K Buy
9
+3
+50% +$779 ﹤0.01% 150
2021
Q3 		$1K Hold
6
– – ﹤0.01% 204
2021
Q2 		$1K Buy
+6
New +$1.39K ﹤0.01% 205
2020
Q2 		– Sell
-19
Closed -$2K – 379
2020
Q1 		$2K Hold
19
– – ﹤0.01% 264
2019
Q4 		$3K Hold
19
– – ﹤0.01% 267
2019
Q3 		$3K Hold
19
– – ﹤0.01% 282
2019
Q2 		$3K Hold
19
– – ﹤0.01% 280
2019
Q1 		$3K Hold
19
– – ﹤0.01% 322
2018
Q4 		$2K Buy
+19
New +$2.3K ﹤0.01% 322

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

Bay Harbor Wealth Management's IQV Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its IQVIA (IQV) stake by 2.3% in Q2 2026, buying an estimated $2.79K and bringing the position to 726 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #83.

Bay Harbor Wealth Management first reported a position in IQV in Q4 2018 and has held it in 26 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Bay Harbor Wealth Management held 726 shares of IQVIA worth $140K as of Q2 2026.
  • Bay Harbor Wealth Management bought 16 IQVIA shares in Q2 2026, an estimated $2.79K.
  • IQVIA made up 0.03% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Bay Harbor Wealth Management first reported a position in IQVIA in Q4 2018 and has held it in 26 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.