CFML
IQV icon

COMPASS FINANCIAL MANAGEMENT LLC’s IQVIA IQV Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$27.1K Buy
+119
New +$20.8K ﹤0.01% 827

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

COMPASS FINANCIAL MANAGEMENT LLC's IQV Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in IQVIA (IQV) in Q2 2026: 119 shares worth $27.1K. The stake represents ﹤0.01% of the portfolio and ranks #827 among its holdings.

867 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 119 shares of IQVIA worth $27.1K as of Q2 2026.
  • IQVIA was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • IQVIA made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #827 holding.
  • 867 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.