CWMK
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Caliber Wealth Management (Kansas)’s IQVIA IQV Stock Holding History

Caliber Wealth Management (Kansas)’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 		$1.95M Sell
10,102
-848
-8% -$148K 0.19% 98
2026
Q1 		$1.87M Buy
10,950
+153
+1% +$29.9K 0.2% 95
2025
Q4 		$2.43M Buy
10,797
+654
+6% +$142K 0.26% 79
2025
Q3 		$1.93M Sell
10,143
-350
-3% -$63.6K 0.21% 90
2025
Q2 		$1.65M Buy
10,493
+3,363
+47% +$506K 0.18% 114
2025
Q1 		$1.26M Buy
+7,130
New +$1.38M 0.17% 119

Other funds holding IQV

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s IQV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its IQVIA (IQV) stake by 7.7% in Q2 2026, selling an estimated $148K and leaving 10,102 shares worth $1.95M. The position accounts for 0.19% of the portfolio, ranked #98.

Caliber Wealth Management (Kansas) first reported a position in IQV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.43M in Q4 2025. 477 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 10,102 shares of IQVIA worth $1.95M as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 848 IQVIA shares in Q2 2026, an estimated $148K.
  • IQVIA made up 0.19% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #98 holding.
  • Caliber Wealth Management (Kansas) first reported a position in IQVIA in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s IQVIA position peaked at $2.43M in Q4 2025.
  • 477 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.