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Beaird Harris Wealth Management’s IQVIA IQV Stock Holding History

Beaird Harris 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 		$603 Hold
3
– – ﹤0.01% 595
2026
Q1 		$533 Hold
3
– – ﹤0.01% 562
2025
Q4 		$704 Hold
3
– – ﹤0.01% 579
2025
Q3 		$593 Buy
+3
New +$546 ﹤0.01% 602
2024
Q2 		– Sell
-3
Closed -$759 – 762
2024
Q1 		$759 Hold
3
– – ﹤0.01% 567
2023
Q4 		$695 Buy
+3
New +$616 ﹤0.01% 550

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

Beaird Harris Wealth Management's IQV Position: Q2 2026 in Review

Beaird Harris Wealth Management held its IQVIA (IQV) position steady in Q2 2026 at 3 shares worth $603. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Beaird Harris Wealth Management first reported a position in IQV in Q4 2023 and has held it in 6 quarters since. The position peaked at $759 in Q1 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Beaird Harris Wealth Management held 3 shares of IQVIA worth $603 as of Q2 2026.
  • Beaird Harris Wealth Management left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #595 holding.
  • Beaird Harris Wealth Management first reported a position in IQVIA in Q4 2023 and has held it in 6 quarters since.
  • Beaird Harris Wealth Management's IQVIA position peaked at $759 in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.