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Concord Wealth Partners’s IQVIA IQV Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-95
Closed -$21.4K – 487
2025
Q4 		$21.4K Sell
95
-164
-63% -$35.7K ﹤0.01% 430
2025
Q3 		$49.2K Sell
259
-114
-31% -$20.7K 0.01% 342
2025
Q2 		$58.8K Buy
373
+140
+60% +$21.1K 0.01% 324
2025
Q1 		$41.1K Hold
233
– – 0.01% 345
2024
Q4 		$45.8K Sell
233
-8
-3% -$1.69K 0.01% 343
2024
Q3 		$57.1K Buy
+241
New +$56.9K 0.01% 319
2024
Q2 		– Sell
-241
Closed -$60.9K – 882
2024
Q1 		$60.9K Buy
+241
New +$56.3K 0.01% 325
2023
Q4 		– Sell
-280
Closed -$55.1K – 919
2023
Q3 		$55.1K Hold
280
– – 0.01% 365
2023
Q2 		$62.9K Buy
280
+39
+16% +$7.83K 0.01% 329
2023
Q1 		$47.9K Sell
241
-43
-15% -$9.19K 0.01% 354
2022
Q4 		$58.2K Buy
+284
New +$57.6K 0.02% 351
2022
Q3 		– Sell
-572
Closed -$124K – 631
2022
Q2 		$124K Buy
572
+101
+21% +$21.9K 0.03% 229
2022
Q1 		$109K Buy
471
+6
+1% +$1.42K 0.03% 290
2021
Q4 		$131K Buy
465
+39
+9% +$10.1K 0.03% 267
2021
Q3 		$102K Sell
426
-42
-9% -$10.6K 0.04% 134
2021
Q2 		$113K Hold
468
– – 0.03% 217
2021
Q1 		$90K Buy
468
+39
+9% +$7.32K 0.03% 232
2020
Q4 		$77K Buy
+429
New +$72.3K 0.06% 157

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Concord Wealth Partners's IQV Position: Q1 2026 in Review

Concord Wealth Partners sold out of IQVIA (IQV) in Q1 2026, closing a stake of 95 shares — an estimated $21.4K sold.

Concord Wealth Partners first reported a position in IQV in Q4 2020 and held it in 18 quarters. The position peaked at $131K in Q4 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Concord Wealth Partners reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 95 IQVIA shares in Q1 2026, an estimated $21.4K.
  • Concord Wealth Partners first reported a position in IQVIA in Q4 2020 and held it in 18 quarters.
  • Concord Wealth Partners's IQVIA position peaked at $131K in Q4 2021.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.