Cassaday & Co Wealth Management’s IQVIA IQV Stock Holding History

Cassaday & Co 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	$19.9K	Hold	103	–	–	﹤0.01%	772
2026 Q1	$17.6K	Buy	+103	New	+$20.1K	﹤0.01%	801

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cassaday & Co Wealth Management's IQV Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its IQVIA (IQV) position steady in Q2 2026 at 103 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Cassaday & Co Wealth Management first reported a position in IQV in Q1 2026 and has held it in 2 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Cassaday & Co Wealth Management held 103 shares of IQVIA worth $19.9K as of Q2 2026.
Cassaday & Co Wealth Management left its IQVIA share count unchanged in Q2 2026.
IQVIA made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #772 holding.
Cassaday & Co Wealth Management first reported a position in IQVIA in Q1 2026 and has held it in 2 quarters since.
1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.