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 $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

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.