CFFP
IQV icon

Center for Financial Planning’s IQVIA IQV Stock Holding History

Center for Financial Planning’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 		$191K Sell
986
-388
-28% -$67.7K 0.02% 173
2026
Q1 		$234K Hold
1,374
– – 0.02% 157
2025
Q4 		$310K Sell
1,374
-246
-15% -$53.5K 0.03% 135
2025
Q3 		$308K Hold
1,620
– – 0.03% 140
2025
Q2 		$255K Sell
1,620
-14
-0.9% -$2.11K 0.03% 145
2025
Q1 		$288K Buy
1,634
+22
+1% +$4.27K 0.04% 132
2024
Q4 		$317K Hold
1,612
– – 0.04% 124
2024
Q3 		$382K Hold
1,612
– – 0.05% 108
2024
Q2 		$341K Buy
1,612
+8
+0.5% +$1.82K 0.05% 113
2024
Q1 		$406K Buy
1,604
+34
+2% +$7.94K 0.06% 103
2023
Q4 		$363K Hold
1,570
– – 0.07% 102
2023
Q3 		$309K Buy
1,570
+258
+20% +$56K 0.07% 103
2023
Q2 		$295K Hold
1,312
– – 0.06% 108
2023
Q1 		$261K Hold
1,312
– – 0.06% 118
2022
Q4 		$269K Buy
1,312
+220
+20% +$44.6K 0.07% 114
2022
Q3 		$198K Hold
1,092
– – 0.05% 121
2022
Q2 		$237K Hold
1,092
– – 0.06% 113
2022
Q1 		$252K Hold
1,092
– – 0.05% 119
2021
Q4 		$308K Hold
1,092
– – 0.06% 107
2021
Q3 		$262K Buy
1,092
+29
+3% +$7.32K 0.06% 108
2021
Q2 		$258K Hold
1,063
– – 0.06% 110
2021
Q1 		$205K Hold
1,063
– – 0.05% 120
2020
Q4 		$190K Hold
1,063
– – 0.05% 119
2020
Q3 		$168K Buy
1,063
+3
+0.3% +$470 0.05% 121
2020
Q2 		$150K Buy
1,060
+1,030
+3,433% +$140K 0.05% 123
2020
Q1 		$3K Buy
+30
New +$4.29K ﹤0.01% 464

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

Center for Financial Planning's IQV Position: Q2 2026 in Review

Center for Financial Planning reduced its IQVIA (IQV) stake by 28% in Q2 2026, selling an estimated $67.7K and leaving 986 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #173.

Center for Financial Planning first reported a position in IQV in Q1 2020 and has held it in 26 quarters since. The position peaked at $406K in Q1 2024. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Center for Financial Planning held 986 shares of IQVIA worth $191K as of Q2 2026.
  • Center for Financial Planning sold 388 IQVIA shares in Q2 2026, an estimated $67.7K.
  • IQVIA made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #173 holding.
  • Center for Financial Planning first reported a position in IQVIA in Q1 2020 and has held it in 26 quarters since.
  • Center for Financial Planning's IQVIA position peaked at $406K in Q1 2024.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.