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BOK Financial Private Wealth’s IQVIA IQV Stock Holding History

BOK Financial Private Wealth’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 		$78.8K Hold
462
– – ﹤0.01% 234
2025
Q4 		$104K Sell
462
-415
-47% -$90.3K 0.01% 220
2025
Q3 		$167K Sell
877
-626
-42% -$114K 0.01% 180
2025
Q2 		$237K Sell
1,503
-1,596
-52% -$240K 0.02% 160
2025
Q1 		$546K Sell
3,099
-3,519
-53% -$683K 0.04% 119
2024
Q4 		$1.3M Sell
6,618
-1,004
-13% -$212K 0.09% 88
2024
Q3 		$1.81M Buy
7,622
+1,009
+15% +$238K 0.13% 72
2024
Q2 		$1.4M Buy
6,613
+86
+1% +$19.5K 0.1% 91
2024
Q1 		$1.65M Sell
6,527
-840
-11% -$196K 0.12% 83
2023
Q4 		$1.7M Sell
7,367
-709
-9% -$146K 0.14% 79
2023
Q3 		$1.59M Sell
8,076
-1,433
-15% -$311K 0.14% 82
2023
Q2 		$2.14M Sell
9,509
-1,880
-17% -$377K 0.17% 75
2023
Q1 		$2.27M Buy
11,389
+613
+6% +$131K 0.18% 74
2022
Q4 		$2.21M Sell
10,776
-499
-4% -$101K 0.18% 74
2022
Q3 		$2.04M Sell
11,275
-132
-1% -$28.9K 0.18% 78
2022
Q2 		$2.48M Sell
11,407
-1,263
-10% -$274K 0.22% 68
2022
Q1 		$2.93M Sell
12,670
-9
-0.1% -$2.13K 0.21% 77
2021
Q4 		$3.58M Sell
12,679
-80
-0.6% -$20.8K 0.25% 68
2021
Q3 		$3.06M Buy
12,759
+75
+0.6% +$18.9K 0.24% 68
2021
Q2 		$3.07M Buy
12,684
+579
+5% +$134K 0.25% 65
2021
Q1 		$2.34M Buy
12,105
+556
+5% +$104K 0.21% 74
2020
Q4 		$2.07M Sell
11,549
-684
-6% -$115K 0.2% 77
2020
Q3 		$1.93M Sell
12,233
-436
-3% -$68.3K 0.2% 77
2020
Q2 		$1.8M Buy
+12,669
New +$1.72M 0.19% 85

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

BOK Financial Private Wealth's IQV Position: Q1 2026 in Review

BOK Financial Private Wealth held its IQVIA (IQV) position steady in Q1 2026 at 462 shares worth $78.8K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

BOK Financial Private Wealth first reported a position in IQV in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.58M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • BOK Financial Private Wealth held 462 shares of IQVIA worth $78.8K as of Q1 2026.
  • BOK Financial Private Wealth left its IQVIA share count unchanged in Q1 2026.
  • IQVIA made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #234 holding.
  • BOK Financial Private Wealth first reported a position in IQVIA in Q2 2020 and has held it in 24 quarters since.
  • BOK Financial Private Wealth's IQVIA position peaked at $3.58M in Q4 2021.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.