Corient Private Wealth
IQV icon

Corient Private Wealth’s IQVIA IQV Stock Holding History

Corient Private Wealth’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 		$3.59M Sell
18,567
-99
-0.5% -$17.3K 0.01% 1038
2026
Q1 		$3.14M Buy
18,666
+3,308
+22% +$645K ﹤0.01% 1033
2025
Q4 		$3.46M Buy
15,358
+2,383
+18% +$518K ﹤0.01% 908
2025
Q3 		$2.46M Buy
12,975
+1,016
+8% +$185K ﹤0.01% 974
2025
Q2 		$1.88M Sell
11,959
-1,578
-12% -$238K ﹤0.01% 1066
2025
Q1 		$2.39M Buy
13,537
+304
+2% +$59K ﹤0.01% 915
2024
Q4 		$2.6M Sell
13,233
-7,986
-38% -$1.68M ﹤0.01% 903
2024
Q3 		$5.03M Buy
21,219
+4,322
+26% +$1.02M 0.01% 748
2024
Q2 		$3.57M Buy
16,897
+849
+5% +$193K 0.01% 809
2024
Q1 		$4.06M Sell
16,048
-1,168
-7% -$273K 0.01% 767
2023
Q4 		$3.98M Sell
17,216
-639
-4% -$131K 0.01% 759
2023
Q3 		$3.52M Buy
17,855
+1,133
+7% +$246K 0.01% 727
2023
Q2 		$3.76M Sell
16,722
-3,254
-16% -$653K 0.01% 715
2023
Q1 		$3.97M Buy
19,976
+3,911
+24% +$836K 0.01% 654
2022
Q4 		$3.31M Buy
+16,065
New +$3.26M 0.01% 588

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

Corient Private Wealth's IQV Position: Q2 2026 in Review

Corient Private Wealth reduced its IQVIA (IQV) stake by 0.53% in Q2 2026, selling an estimated $17.3K and leaving 18,567 shares worth $3.59M. The position accounts for 0.01% of the portfolio, ranked #1038.

Corient Private Wealth first reported a position in IQV in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.03M in Q3 2024. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Corient Private Wealth held 18,567 shares of IQVIA worth $3.59M as of Q2 2026.
  • Corient Private Wealth sold 99 IQVIA shares in Q2 2026, an estimated $17.3K.
  • IQVIA made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1038 holding.
  • Corient Private Wealth first reported a position in IQVIA in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's IQVIA position peaked at $5.03M in Q3 2024.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.