Carson Wealth (CWM LLC)’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.5M | Sell |
32,272
-23,558
| -42% | -$4.6M | 0.01% | 771 |
|
|
2025
Q4 | $12.6M | Buy |
55,830
+10,762
| +24% | +$2.34M | 0.03% | 438 |
|
|
2025
Q3 | $8.56M | Buy |
45,068
+12,363
| +38% | +$2.25M | 0.03% | 519 |
|
|
2025
Q2 | $5.15M | Buy |
32,705
+20,666
| +172% | +$3.11M | 0.02% | 578 |
|
|
2025
Q1 | $2.12M | Buy |
12,039
+460
| +4% | +$89.2K | 0.01% | 813 |
|
|
2024
Q4 | $2.27M | Buy |
11,579
+5,876
| +103% | +$1.24M | 0.01% | 740 |
|
|
2024
Q3 | $1.35M | Sell |
5,703
-937
| -14% | -$221K | 0.01% | 869 |
|
|
2024
Q2 | $1.4M | Buy |
6,640
+1,163
| +21% | +$264K | 0.01% | 749 |
|
|
2024
Q1 | $1.39M | Buy |
5,477
+1,497
| +38% | +$349K | 0.01% | 730 |
|
|
2023
Q4 | $921K | Buy |
3,980
+207
| +5% | +$42.5K | 0.01% | 840 |
|
|
2023
Q3 | $742K | Buy |
3,773
+207
| +6% | +$44.9K | ﹤0.01% | 850 |
|
|
2023
Q2 | $802K | Buy |
3,566
+824
| +30% | +$165K | 0.01% | 786 |
|
|
2023
Q1 | $545K | Sell |
2,742
-296
| -10% | -$63.3K | ﹤0.01% | 868 |
|
|
2022
Q4 | $623K | Sell |
3,038
-816
| -21% | -$165K | ﹤0.01% | 738 |
|
|
2022
Q3 | $698K | Sell |
3,854
-94
| -2% | -$20.6K | 0.01% | 656 |
|
|
2022
Q2 | $857K | Sell |
3,948
-892
| -18% | -$194K | 0.01% | 599 |
|
|
2022
Q1 | $1.12M | Sell |
4,840
-96,027
| -95% | -$22.7M | 0.01% | 538 |
|
|
2021
Q4 | $28.5M | Buy |
+100,867
| New | +$26.2M | 0.2% | 104 |
|
|
2021
Q2 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2021
Q1 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2020
Q4 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2020
Q3 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2020
Q2 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2020
Q1 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2019
Q4 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2019
Q3 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2019
Q2 | $21.5M | Hold |
88,863
| – | – | 0.17% | 126 |
|
|
2019
Q1 | $21.5M | Buy |
88,863
+88,753
| +80,685% | +$11.8M | 0.17% | 126 |
|
|
2018
Q4 | $13K | Buy |
110
+17
| +18% | +$2.06K | ﹤0.01% | 1250 |
|
|
2018
Q3 | $12K | Sell |
93
-8
| -8% | -$961 | ﹤0.01% | 1108 |
|
|
2018
Q2 | $10K | Buy |
101
+41
| +68% | +$4.1K | ﹤0.01% | 996 |
|
|
2018
Q1 | $6K | Buy |
60
+8
| +15% | +$809 | ﹤0.01% | 971 |
|
|
2017
Q4 | $5K | Hold |
52
| – | – | ﹤0.01% | 1090 |
|
|
2017
Q3 | $5K | Hold |
52
| – | – | ﹤0.01% | 1080 |
|
|
2017
Q2 | $5K | Hold |
52
| – | – | ﹤0.01% | 884 |
|
|
2017
Q1 | $4K | Sell |
52
-39
| -43% | -$3.04K | ﹤0.01% | 899 |
|
|
2016
Q4 | $7K | Buy |
+91
| New | +$6.98K | ﹤0.01% | 791 |
|
Other funds holding IQV
VCM
VPM
Carson Wealth (CWM LLC)'s IQV Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its IQVIA (IQV) stake by 42% in Q1 2026, selling an estimated $4.6M and leaving 32,272 shares worth $5.5M. The position accounts for 0.01% of the portfolio, ranked #771.
Carson Wealth (CWM LLC) first reported a position in IQV in Q4 2016 and has held it in 37 quarters since. The position peaked at $28.5M in Q4 2021. 1,070 funds tracked by Wall St. Rank hold IQV as of Q1 2026.
- Carson Wealth (CWM LLC) held 32,272 shares of IQVIA worth $5.5M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 23,558 IQVIA shares in Q1 2026, an estimated $4.6M.
- IQVIA made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #771 holding.
- Carson Wealth (CWM LLC) first reported a position in IQVIA in Q4 2016 and has held it in 37 quarters since.
- Carson Wealth (CWM LLC)'s IQVIA position peaked at $28.5M in Q4 2021.
- 1,070 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.