Creative Planning
IQV icon

Creative Planning’s IQVIA IQV Stock Holding History

Creative Planning’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
2015
Q1 		– Sell
-1,000
Closed -$2K – 4305
2014
Q4 		$2K Hold
1,000
– – ﹤0.01% 3822
2014
Q3 		$2K Buy
+1,000
New +$55.9K ﹤0.01% 3663

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

Creative Planning's IQV Position: Q2 2026 in Review

Creative Planning increased its IQVIA (IQV) stake by 10% in Q2 2026, buying an estimated $904K and bringing the position to 56,860 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #828.

Creative Planning first reported a position in IQV in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.4M in Q4 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Creative Planning held 56,860 shares of IQVIA worth $11M as of Q2 2026.
  • Creative Planning bought 5,186 IQVIA shares in Q2 2026, an estimated $904K.
  • IQVIA made up 0.01% of Creative Planning's portfolio in Q2 2026, its #828 holding.
  • Creative Planning first reported a position in IQVIA in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's IQVIA position peaked at $13.4M in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.