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BSW Wealth Partners’s IQVIA IQV Stock Holding History

BSW Wealth Partners’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 		– Sell
-1,019
Closed -$230K – 326
2025
Q4 		$230K Buy
+1,019
New +$222K 0.03% 286
2025
Q3 		– Sell
-1,981
Closed -$312K – 341
2025
Q2 		$312K Buy
1,981
+441
+29% +$66.4K 0.04% 237
2025
Q1 		$272K Buy
1,540
+393
+34% +$76.2K 0.04% 244
2024
Q4 		$225K Sell
1,147
-269
-19% -$56.7K 0.03% 281
2024
Q3 		$336K Buy
1,416
+244
+21% +$57.6K 0.05% 211
2024
Q2 		$248K Buy
1,172
+78
+7% +$17.7K 0.04% 244
2024
Q1 		$277K Buy
+1,094
New +$255K 0.05% 230
2022
Q3 		– Sell
-1,192
Closed -$259K – 283
2022
Q2 		$259K Sell
1,192
-56
-4% -$12.2K 0.06% 212
2022
Q1 		$289K Sell
1,248
-216
-15% -$51.2K 0.07% 208
2021
Q4 		$413K Buy
1,464
+87
+6% +$22.6K 0.1% 144
2021
Q3 		$330K Buy
1,377
+166
+14% +$41.9K 0.09% 166
2021
Q2 		$293K Sell
1,211
-7
-0.6% -$1.62K 0.08% 177
2021
Q1 		$235K Buy
+1,218
New +$229K 0.07% 186

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BSW Wealth Partners's IQV Position: Q1 2026 in Review

BSW Wealth Partners sold out of IQVIA (IQV) in Q1 2026, closing a stake of 1,019 shares — an estimated $230K sold.

BSW Wealth Partners first reported a position in IQV in Q1 2021 and held it in 13 quarters. The position peaked at $413K in Q4 2021. 1,071 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • BSW Wealth Partners reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 1,019 IQVIA shares in Q1 2026, an estimated $230K.
  • BSW Wealth Partners first reported a position in IQVIA in Q1 2021 and held it in 13 quarters.
  • BSW Wealth Partners's IQVIA position peaked at $413K in Q4 2021.
  • 1,071 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on BSW Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.