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Comprehensive Financial Consultants Institutional’s IQVIA IQV Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$3.13M Buy
16,180
+1,686
+12% +$294K 0.83% 44
2026
Q1 		$2.47M Buy
14,494
+1,358
+10% +$265K 0.73% 47
2025
Q4 		$2.96M Sell
13,136
-1,061
-7% -$231K 0.89% 37
2025
Q3 		$2.7M Buy
14,197
+176
+1% +$32K 0.84% 40
2025
Q2 		$2.21M Buy
14,021
+4,023
+40% +$606K 0.73% 53
2025
Q1 		$1.76M Buy
9,998
+747
+8% +$145K 0.63% 57
2024
Q4 		$1.82M Buy
9,251
+842
+10% +$178K 0.66% 54
2024
Q3 		$1.99M Sell
8,409
-12
-0.1% -$2.83K 0.73% 53
2024
Q2 		$1.78M Buy
8,421
+796
+10% +$181K 0.7% 56
2024
Q1 		$1.93M Buy
7,625
+440
+6% +$103K 0.8% 48
2023
Q4 		$1.66M Buy
7,185
+739
+11% +$152K 0.77% 50
2023
Q3 		$1.27M Buy
6,446
+798
+14% +$173K 0.67% 59
2023
Q2 		$1.25M Buy
5,648
+221
+4% +$44.4K 0.66% 62
2023
Q1 		$1.08M Buy
5,427
+167
+3% +$35.7K 0.61% 64
2022
Q4 		$1.15M Buy
5,260
+303
+6% +$61.5K 0.7% 51
2022
Q3 		$898K Buy
4,957
+158
+3% +$34.6K 0.59% 61
2022
Q2 		$1.02M Buy
4,799
+127
+3% +$27.6K 0.73% 46
2022
Q1 		$999K Buy
4,672
+426
+10% +$101K 0.7% 50
2021
Q4 		$993K Buy
+4,246
New +$1.1M 0.64% 50

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

Comprehensive Financial Consultants Institutional's IQV Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its IQVIA (IQV) stake by 12% in Q2 2026, buying an estimated $294K and bringing the position to 16,180 shares worth $3.13M. The position accounts for 0.83% of the portfolio, ranked #44.

Comprehensive Financial Consultants Institutional first reported a position in IQV in Q4 2021 and has held it in 19 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 16,180 shares of IQVIA worth $3.13M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 1,686 IQVIA shares in Q2 2026, an estimated $294K.
  • IQVIA made up 0.83% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #44 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in IQVIA in Q4 2021 and has held it in 19 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.