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BCS Private Wealth Management’s IQVIA IQV Stock Holding History

BCS Private 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 		– Sell
-2,024
Closed -$345K – 205
2026
Q1 		$345K Buy
2,024
+462
+30% +$90.1K 0.1% 140
2025
Q4 		$352K Buy
+1,562
New +$340K 0.12% 129

Other funds holding IQV

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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

BCS Private Wealth Management's IQV Position: Q2 2026 in Review

BCS Private Wealth Management sold out of IQVIA (IQV) in Q2 2026, closing a stake of 2,024 shares — an estimated $345K sold.

BCS Private Wealth Management first reported a position in IQV in Q4 2025 and held it in 2 quarters. The position peaked at $352K in Q4 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • BCS Private Wealth Management reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • BCS Private Wealth Management sold 2,024 IQVIA shares in Q2 2026, an estimated $345K.
  • BCS Private Wealth Management first reported a position in IQVIA in Q4 2025 and held it in 2 quarters.
  • BCS Private Wealth Management's IQVIA position peaked at $352K in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.