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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
Q2 		$33.6K Sell
174
-288
-62% -$50.2K ﹤0.01% 313
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 $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

BOK Financial Private Wealth's IQV Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its IQVIA (IQV) stake by 62% in Q2 2026, selling an estimated $50.2K and leaving 174 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

BOK Financial Private Wealth first reported a position in IQV in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.58M in Q4 2021. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • BOK Financial Private Wealth held 174 shares of IQVIA worth $33.6K as of Q2 2026.
  • BOK Financial Private Wealth sold 288 IQVIA shares in Q2 2026, an estimated $50.2K.
  • IQVIA made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #313 holding.
  • BOK Financial Private Wealth first reported a position in IQVIA in Q2 2020 and has held it in 25 quarters since.
  • BOK Financial Private Wealth's IQVIA position peaked at $3.58M in Q4 2021.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.