BCS Private Wealth Management
IQV icon

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
Q3 		$298K Buy
+1,110
New +$268K 0.08% 151
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

BCS Private Wealth Management's IQV Position: Q3 2026 in Review

BCS Private Wealth Management opened a new position in IQVIA (IQV) in Q3 2026: 1,110 shares worth $298K. The stake represents 0.08% of the portfolio and ranks #151 among its holdings. This is a return to the name: BCS Private Wealth Management previously reported a position in IQV as recently as Q1 2026.

BCS Private Wealth Management first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. The position peaked at $352K in Q4 2025. 677 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • BCS Private Wealth Management held 1,110 shares of IQVIA worth $298K as of Q3 2026.
  • IQVIA was a new BCS Private Wealth Management position in Q3 2026.
  • IQVIA made up 0.08% of BCS Private Wealth Management's portfolio in Q3 2026, its #151 holding.
  • BCS Private Wealth Management first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
  • BCS Private Wealth Management's IQVIA position peaked at $352K in Q4 2025.
  • 677 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on BCS Private Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.