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Calamos Wealth Management’s IQVIA IQV Stock Holding History

Calamos 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 		– Sell
-50,926
Closed -$8.68M – 520
2026
Q1 		$8.68M Sell
50,926
-1,984
-4% -$387K 0.3% 70
2025
Q4 		$11.9M Buy
+52,910
New +$11.5M 0.41% 59
2024
Q4 		– Sell
-36,009
Closed -$8.53M – 338
2024
Q3 		$8.53M Buy
36,009
+720
+2% +$170K 0.44% 59
2024
Q2 		$7.46M Sell
35,289
-287
-0.8% -$65.2K 0.4% 61
2024
Q1 		$9M Buy
35,576
+1,387
+4% +$324K 0.5% 52
2023
Q4 		$7.91M Sell
34,189
-161
-0.5% -$33.1K 0.5% 56
2023
Q3 		$6.76M Buy
34,350
+192
+0.6% +$41.7K 0.51% 52
2023
Q2 		$7.68M Sell
34,158
-596
-2% -$120K 0.56% 49
2023
Q1 		$6.91M Buy
34,754
+11,008
+46% +$2.35M 0.54% 54
2022
Q4 		$4.87M Sell
23,746
-475
-2% -$96.3K 0.38% 72
2022
Q3 		$4.39M Buy
24,221
+457
+2% +$100K 0.38% 70
2022
Q2 		$5.16M Buy
23,764
+740
+3% +$161K 0.46% 60
2022
Q1 		$5.32M Sell
23,024
-319
-1% -$75.5K 0.4% 71
2021
Q4 		$6.59M Buy
23,343
+759
+3% +$197K 0.48% 57
2021
Q3 		$5.41M Buy
22,584
+10,705
+90% +$2.7M 0.44% 59
2021
Q2 		$2.88M Buy
+11,879
New +$2.74M 0.22% 87

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

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

Calamos Wealth Management sold out of IQVIA (IQV) in Q2 2026, closing a stake of 50,926 shares — an estimated $8.68M sold.

Calamos Wealth Management first reported a position in IQV in Q2 2021 and held it in 16 quarters. The position peaked at $11.9M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Calamos Wealth Management reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Calamos Wealth Management sold 50,926 IQVIA shares in Q2 2026, an estimated $8.68M.
  • Calamos Wealth Management first reported a position in IQVIA in Q2 2021 and held it in 16 quarters.
  • Calamos Wealth Management's IQVIA position peaked at $11.9M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.