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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BCS Private Wealth Management's IQV Position: Q1 2026 in Review

BCS Private Wealth Management increased its IQVIA (IQV) stake by 30% in Q1 2026, buying an estimated $90.1K and bringing the position to 2,024 shares worth $345K. The position accounts for 0.1% of the portfolio, ranked #140.

BCS Private Wealth Management first reported a position in IQV in Q4 2025 and has held it in 2 quarters since. The position peaked at $352K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • BCS Private Wealth Management held 2,024 shares of IQVIA worth $345K as of Q1 2026.
  • BCS Private Wealth Management bought 462 IQVIA shares in Q1 2026, an estimated $90.1K.
  • IQVIA made up 0.1% of BCS Private Wealth Management's portfolio in Q1 2026, its #140 holding.
  • BCS Private Wealth Management first reported a position in IQVIA in Q4 2025 and has held it in 2 quarters since.
  • BCS Private Wealth Management's IQVIA position peaked at $352K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.