Creative Planning’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.81M | Sell |
51,674
-7,683
| -13% | -$1.5M | 0.01% | 780 |
|
|
2025
Q4 | $13.4M | Buy |
59,357
+9,191
| +18% | +$2M | 0.01% | 512 |
|
|
2025
Q3 | $9.53M | Buy |
50,166
+11,015
| +28% | +$2M | 0.01% | 584 |
|
|
2025
Q2 | $6.17M | Buy |
39,151
+8,051
| +26% | +$1.21M | 0.01% | 692 |
|
|
2025
Q1 | $5.48M | Buy |
31,100
+6,606
| +27% | +$1.28M | 0.01% | 676 |
|
|
2024
Q4 | $4.81M | Buy |
24,494
+3,481
| +17% | +$734K | ﹤0.01% | 677 |
|
|
2024
Q3 | $4.98M | Buy |
21,013
+3,176
| +18% | +$750K | ﹤0.01% | 637 |
|
|
2024
Q2 | $3.77M | Sell |
17,837
-320
| -2% | -$72.7K | ﹤0.01% | 722 |
|
|
2024
Q1 | $4.59M | Buy |
18,157
+2,227
| +14% | +$520K | 0.01% | 632 |
|
|
2023
Q4 | $3.69M | Sell |
15,930
-746
| -4% | -$153K | 0.01% | 658 |
|
|
2023
Q3 | $3.28M | Buy |
16,676
+4,160
| +33% | +$903K | ﹤0.01% | 664 |
|
|
2023
Q2 | $2.81M | Buy |
12,516
+3,742
| +43% | +$751K | ﹤0.01% | 691 |
|
|
2023
Q1 | $1.75M | Buy |
8,774
+987
| +13% | +$211K | ﹤0.01% | 830 |
|
|
2022
Q4 | $1.6M | Buy |
7,787
+1,411
| +22% | +$286K | ﹤0.01% | 833 |
|
|
2022
Q3 | $1.16M | Sell |
6,376
-94
| -1% | -$20.6K | ﹤0.01% | 912 |
|
|
2022
Q2 | $1.4M | Buy |
6,470
+2,684
| +71% | +$583K | ﹤0.01% | 834 |
|
|
2022
Q1 | $876K | Buy |
3,786
+574
| +18% | +$136K | ﹤0.01% | 1050 |
|
|
2021
Q4 | $906K | Sell |
3,212
-93
| -3% | -$24.1K | ﹤0.01% | 998 |
|
|
2021
Q3 | $792K | Sell |
3,305
-657
| -17% | -$166K | ﹤0.01% | 1059 |
|
|
2021
Q2 | $960K | Sell |
3,962
-1,472
| -27% | -$340K | ﹤0.01% | 951 |
|
|
2021
Q1 | $1.05M | Buy |
5,434
+3,374
| +164% | +$633K | ﹤0.01% | 1002 |
|
|
2020
Q4 | $369K | Sell |
2,060
-345
| -14% | -$58.1K | ﹤0.01% | 1491 |
|
|
2020
Q3 | $379K | Sell |
2,405
-252
| -9% | -$39.5K | ﹤0.01% | 1275 |
|
|
2020
Q2 | $377K | Sell |
2,657
-446
| -14% | -$60.4K | ﹤0.01% | 1183 |
|
|
2020
Q1 | $335K | Sell |
3,103
-714
| -19% | -$102K | ﹤0.01% | 1131 |
|
|
2019
Q4 | $590K | Buy |
3,817
+618
| +19% | +$90.2K | ﹤0.01% | 1025 |
|
|
2019
Q3 | $478K | Sell |
3,199
-18
| -0.6% | -$2.8K | ﹤0.01% | 1088 |
|
|
2019
Q2 | $518K | Buy |
3,217
+149
| +5% | +$20.9K | ﹤0.01% | 1055 |
|
|
2019
Q1 | $441K | Buy |
3,068
+143
| +5% | +$19.1K | ﹤0.01% | 1105 |
|
|
2018
Q4 | $340K | Buy |
2,925
+118
| +4% | +$14.3K | ﹤0.01% | 1165 |
|
|
2018
Q3 | $364K | Sell |
2,807
-250
| -8% | -$30K | ﹤0.01% | 1275 |
|
|
2018
Q2 | $305K | Sell |
3,057
-695
| -19% | -$69.4K | ﹤0.01% | 1367 |
|
|
2018
Q1 | $368K | Sell |
3,752
-844
| -18% | -$85.3K | ﹤0.01% | 1242 |
|
|
2017
Q4 | $450K | Sell |
4,596
-7
| -0.2% | -$713 | ﹤0.01% | 1141 |
|
|
2017
Q3 | $438K | Buy |
4,603
+142
| +3% | +$13.2K | ﹤0.01% | 1115 |
|
|
2017
Q2 | $399K | Sell |
4,461
-21
| -0.5% | -$1.77K | ﹤0.01% | 1140 |
|
|
2017
Q1 | $361K | Buy |
4,482
+1,172
| +35% | +$91.5K | ﹤0.01% | 1159 |
|
|
2016
Q4 | $252K | Buy |
3,310
+814
| +33% | +$62.4K | ﹤0.01% | 1282 |
|
|
2016
Q3 | $202K | Sell |
2,496
-44
| -2% | -$3.33K | ﹤0.01% | 1395 |
|
|
2016
Q2 | $166K | Buy |
2,540
+382
| +18% | +$25.6K | ﹤0.01% | 1350 |
|
|
2016
Q1 | $140K | Sell |
2,158
-70
| -3% | -$4.43K | ﹤0.01% | 1424 |
|
|
2015
Q4 | $153K | Sell |
2,228
-44
| -2% | -$3.01K | ﹤0.01% | 1376 |
|
|
2015
Q3 | $158K | Buy |
+2,272
| New | +$170K | ﹤0.01% | 1321 |
|
|
2015
Q2 | – | Sell |
-2,573
| Closed | -$172K | – | 2025 |
|
|
2015
Q1 | $172K | Buy |
2,573
+2,121
| +469% | +$134K | ﹤0.01% | 1271 |
|
|
2014
Q4 | $27K | Buy |
452
+434
| +2,411% | +$24.8K | ﹤0.01% | 2437 |
|
|
2014
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 3828 |
|
|
2014
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 3636 |
|
|
2014
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 3499 |
|
|
2013
Q4 | $1K | Sell |
18
-32
| -64% | -$1.4K | ﹤0.01% | 3210 |
|
|
2013
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2981 |
|
|
2013
Q2 | $2K | Buy |
+50
| New | +$2.19K | ﹤0.01% | 2823 |
|
Other funds holding IQV
VCM
VPM
Creative Planning's IQV Position: Q1 2026 in Review
Creative Planning reduced its IQVIA (IQV) stake by 13% in Q1 2026, selling an estimated $1.5M and leaving 51,674 shares worth $8.81M. The position accounts for 0.01% of the portfolio, ranked #780.
Creative Planning first reported a position in IQV in Q2 2013 and has held it in 51 quarters since. The position peaked at $13.4M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.
- Creative Planning held 51,674 shares of IQVIA worth $8.81M as of Q1 2026.
- Creative Planning sold 7,683 IQVIA shares in Q1 2026, an estimated $1.5M.
- IQVIA made up 0.01% of Creative Planning's portfolio in Q1 2026, its #780 holding.
- Creative Planning first reported a position in IQVIA in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's IQVIA position peaked at $13.4M in Q4 2025.
- 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.