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CreativeOne Wealth’s IQVIA IQV Stock Holding History

CreativeOne Wealth’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
Q1 		– Sell
-951
Closed -$214K – 1222
2025
Q4 		$214K Sell
951
-207
-18% -$45K 0.01% 1091
2025
Q3 		$220K Buy
+1,158
New +$211K 0.01% 1066
2025
Q1 		– Sell
-3,065
Closed -$602K – 1107
2024
Q4 		$602K Sell
3,065
-102
-3% -$21.5K 0.02% 638
2024
Q3 		$750K Buy
3,167
+553
+21% +$131K 0.03% 510
2024
Q2 		$553K Sell
2,614
-186
-7% -$42.3K 0.03% 450
2024
Q1 		$708K Sell
2,800
-427
-13% -$99.7K 0.03% 464
2023
Q4 		$747K Buy
3,227
+76
+2% +$15.6K 0.05% 299
2023
Q3 		$620K Sell
3,151
-1,680
-35% -$365K 0.04% 303
2023
Q2 		$1.09M Sell
4,831
-2,526
-34% -$507K 0.05% 319
2023
Q1 		$1.46M Sell
7,357
-263
-3% -$56.2K 0.07% 244
2022
Q4 		$1.56M Sell
7,620
-211
-3% -$42.8K 0.09% 206
2022
Q3 		$1.42M Buy
7,831
+477
+6% +$104K 0.09% 202
2022
Q2 		$1.6M Buy
7,354
+371
+5% +$80.6K 0.09% 187
2022
Q1 		$1.61M Buy
6,983
+225
+3% +$53.3K 0.08% 198
2021
Q4 		$1.91M Buy
6,758
+859
+15% +$223K 0.09% 194
2021
Q3 		$1.41M Buy
5,899
+469
+9% +$118K 0.08% 211
2021
Q2 		$1.32M Buy
5,430
+1,980
+57% +$457K 0.08% 200
2021
Q1 		$666K Buy
3,450
+615
+22% +$115K 0.05% 275
2020
Q4 		$508K Buy
2,835
+689
+32% +$116K 0.04% 288
2020
Q3 		$339K Buy
+2,146
New +$336K 0.05% 194

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

CreativeOne Wealth's IQV Position: Q1 2026 in Review

CreativeOne Wealth sold out of IQVIA (IQV) in Q1 2026, closing a stake of 951 shares — an estimated $214K sold.

CreativeOne Wealth first reported a position in IQV in Q3 2020 and held it in 20 quarters. The position peaked at $1.91M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • CreativeOne Wealth reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 951 IQVIA shares in Q1 2026, an estimated $214K.
  • CreativeOne Wealth first reported a position in IQVIA in Q3 2020 and held it in 20 quarters.
  • CreativeOne Wealth's IQVIA position peaked at $1.91M in Q4 2021.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.