Creative Planning
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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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Creative Planning's IQV Position: Q3 2026 in Review

Creative Planning increased its IQVIA (IQV) stake by 23% in Q3 2026, buying an estimated $3.18M and bringing the position to 69,999 shares worth $18.8M. The position accounts for 0.01% of the portfolio, ranked #587.

Creative Planning first reported a position in IQV in Q2 2013 and has held it in 53 quarters since. 607 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Creative Planning held 69,999 shares of IQVIA worth $18.8M as of Q3 2026.
  • Creative Planning bought 13,139 IQVIA shares in Q3 2026, an estimated $3.18M.
  • IQVIA made up 0.01% of Creative Planning's portfolio in Q3 2026, its #587 holding.
  • Creative Planning first reported a position in IQVIA in Q2 2013 and has held it in 53 quarters since.
  • 607 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.