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Cornerstone Wealth Group’s IQVIA IQV Stock Holding History

Cornerstone Wealth Group’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 		$206K Buy
+1,065
New +$186K 0.01% 486
2020
Q1 		– Sell
-6,095
Closed -$942K – 133
2019
Q4 		$942K Buy
+6,095
New +$890K 0.25% 95

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

Cornerstone Wealth Group's IQV Position: Q2 2026 in Review

Cornerstone Wealth Group opened a new position in IQVIA (IQV) in Q2 2026: 1,065 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in IQV as recently as Q4 2019.

Cornerstone Wealth Group first reported a position in IQV in Q4 2019 and has held it in 2 quarters since. The position peaked at $942K in Q4 2019. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Cornerstone Wealth Group held 1,065 shares of IQVIA worth $206K as of Q2 2026.
  • IQVIA was a new Cornerstone Wealth Group position in Q2 2026.
  • IQVIA made up 0.01% of Cornerstone Wealth Group's portfolio in Q2 2026, its #486 holding.
  • Cornerstone Wealth Group first reported a position in IQVIA in Q4 2019 and has held it in 2 quarters since.
  • Cornerstone Wealth Group's IQVIA position peaked at $942K in Q4 2019.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.