BWM
IQV icon

Bullock Wealth Management’s IQVIA IQV Stock Holding History

Bullock Wealth Management’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 		$20.3K Hold
100
– – 0.01% 357
2026
Q1 		$17.2K Hold
100
– – 0.01% 363
2025
Q4 		$22.5K Hold
100
– – 0.01% 331
2025
Q3 		$20.4K Hold
100
– – 0.01% 348
2025
Q2 		$16.3K Hold
100
– – 0.01% 344
2025
Q1 		$17.1K Hold
100
– – 0.01% 322
2024
Q4 		$19.7K Hold
100
– – 0.01% 324
2024
Q3 		$23.1K Hold
100
– – 0.01% 296
2024
Q2 		$20.8K Hold
100
– – 0.01% 298
2024
Q1 		$24.9K Buy
+100
New +$23.3K 0.02% 289

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's IQV Position: Q2 2026 in Review

Bullock Wealth Management held its IQVIA (IQV) position steady in Q2 2026 at 100 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #357.

Bullock Wealth Management first reported a position in IQV in Q1 2024 and has held it in 10 quarters since. The position peaked at $24.9K in Q1 2024. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Bullock Wealth Management held 100 shares of IQVIA worth $20.3K as of Q2 2026.
  • Bullock Wealth Management left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Bullock Wealth Management first reported a position in IQVIA in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's IQVIA position peaked at $24.9K in Q1 2024.
  • 1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.