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Broadway Wealth Solutions’s IQVIA IQV Stock Holding History

Broadway Wealth Solutions’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 		– Sell
-1,963
Closed -$335K – 100
2026
Q1 		$335K Buy
1,963
+267
+16% +$52.1K 0.17% 61
2025
Q4 		$382K Sell
1,696
-114
-6% -$24.8K 0.2% 43
2025
Q3 		$344K Sell
1,810
-134
-7% -$24.4K 0.19% 51
2025
Q2 		$306K Buy
1,944
+484
+33% +$72.9K 0.19% 61
2025
Q1 		$257K Buy
1,460
+64
+5% +$12.4K 0.19% 69
2024
Q4 		$274K Buy
+1,396
New +$294K 0.21% 70

Other funds holding IQV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Broadway Wealth Solutions's IQV Position: Q2 2026 in Review

Broadway Wealth Solutions sold out of IQVIA (IQV) in Q2 2026, closing a stake of 1,963 shares — an estimated $335K sold.

Broadway Wealth Solutions first reported a position in IQV in Q4 2024 and held it in 6 quarters. The position peaked at $382K in Q4 2025. 255 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Broadway Wealth Solutions reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Broadway Wealth Solutions sold 1,963 IQVIA shares in Q2 2026, an estimated $335K.
  • Broadway Wealth Solutions first reported a position in IQVIA in Q4 2024 and held it in 6 quarters.
  • Broadway Wealth Solutions's IQVIA position peaked at $382K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.