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Chapman Financial Group’s IQVIA IQV Stock Holding History

Chapman Financial Group’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 		$1.47M Sell
7,630
-500
-6% -$87.2K 0.98% 24
2026
Q1 		$1.39M Buy
8,130
+9
+0.1% +$1.76K 0.99% 26
2025
Q4 		$1.83M Sell
8,121
-310
-4% -$67.4K 1.25% 17
2025
Q3 		$1.6M Hold
8,431
– – 1.11% 21
2025
Q2 		$1.33M Buy
+8,431
New +$1.27M 1.13% 25
2024
Q4 		$1.06M Buy
+5,398
New +$1.14M 0.85% 37

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

Chapman Financial Group's IQV Position: Q2 2026 in Review

Chapman Financial Group reduced its IQVIA (IQV) stake by 6.2% in Q2 2026, selling an estimated $87.2K and leaving 7,630 shares worth $1.47M. The position accounts for 0.98% of the portfolio, ranked #24.

Chapman Financial Group first reported a position in IQV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.83M in Q4 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Chapman Financial Group held 7,630 shares of IQVIA worth $1.47M as of Q2 2026.
  • Chapman Financial Group sold 500 IQVIA shares in Q2 2026, an estimated $87.2K.
  • IQVIA made up 0.98% of Chapman Financial Group's portfolio in Q2 2026, its #24 holding.
  • Chapman Financial Group first reported a position in IQVIA in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's IQVIA position peaked at $1.83M in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.