BGAI
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Bruce G. Allen Investments’s IQVIA IQV Stock Holding History

Bruce G. Allen Investments’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 		$79.8K Buy
413
+66
+19% +$11.5K 0.05% 189
2026
Q1 		$59.2K Buy
347
+25
+8% +$4.88K 0.04% 230
2025
Q4 		$72.6K Sell
322
-10
-3% -$2.18K 0.05% 207
2025
Q3 		$63.1K Buy
332
+23
+7% +$4.18K 0.05% 237
2025
Q2 		$48.7K Sell
309
-14
-4% -$2.11K 0.04% 259
2025
Q1 		$56.9K Buy
323
+207
+178% +$40.2K 0.05% 227
2024
Q4 		$22.8K Sell
116
-129
-53% -$27.2K 0.02% 365
2024
Q3 		$58.1K Buy
245
+223
+1,014% +$52.6K 0.05% 229
2024
Q2 		$4.65K Buy
22
+1
+5% +$227 ﹤0.01% 578
2024
Q1 		$5.31K Hold
21
– – ﹤0.01% 580
2023
Q4 		$4.86K Buy
+21
New +$4.31K ﹤0.01% 591

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

Bruce G. Allen Investments's IQV Position: Q2 2026 in Review

Bruce G. Allen Investments increased its IQVIA (IQV) stake by 19% in Q2 2026, buying an estimated $11.5K and bringing the position to 413 shares worth $79.8K. The position accounts for 0.05% of the portfolio, ranked #189.

Bruce G. Allen Investments first reported a position in IQV in Q4 2023 and has held it in 11 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Bruce G. Allen Investments held 413 shares of IQVIA worth $79.8K as of Q2 2026.
  • Bruce G. Allen Investments bought 66 IQVIA shares in Q2 2026, an estimated $11.5K.
  • IQVIA made up 0.05% of Bruce G. Allen Investments's portfolio in Q2 2026, its #189 holding.
  • Bruce G. Allen Investments first reported a position in IQVIA in Q4 2023 and has held it in 11 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.