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
Q1 		$3.14M Sell
18,666
-23,495
-56% -$4.58M ﹤0.01% 1033
2025
Q4 		$6.92M Buy
42,161
+29,186
+225% +$6.35M ﹤0.01% 914
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 $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

Corient Private Wealth's IQV Position: Q1 2026 in Review

Corient Private Wealth reduced its IQVIA (IQV) stake by 56% in Q1 2026, selling an estimated $4.58M and leaving 18,666 shares worth $3.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Corient Private Wealth first reported a position in IQV in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.92M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Corient Private Wealth held 18,666 shares of IQVIA worth $3.14M as of Q1 2026.
  • Corient Private Wealth sold 23,495 IQVIA shares in Q1 2026, an estimated $4.58M.
  • IQVIA made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1033 holding.
  • Corient Private Wealth first reported a position in IQVIA in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's IQVIA position peaked at $6.92M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.