CrossGen Wealth’s IQVIA IQV Stock Holding History

CrossGen 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 Q2	$24.3K	Hold	126	–	–	0.02%	122
2026 Q1	$21.5K	Hold	126	–	–	0.02%	127
2025 Q4	$28.4K	Buy	+126	New	+$27.4K	0.03%	114

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CrossGen Wealth's IQV Position: Q2 2026 in Review

CrossGen Wealth held its IQVIA (IQV) position steady in Q2 2026 at 126 shares worth $24.3K. The position accounts for 0.02% of the portfolio, ranked #122.

CrossGen Wealth first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.4K in Q4 2025. 1,084 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

CrossGen Wealth held 126 shares of IQVIA worth $24.3K as of Q2 2026.
CrossGen Wealth left its IQVIA share count unchanged in Q2 2026.
IQVIA made up 0.02% of CrossGen Wealth's portfolio in Q2 2026, its #122 holding.
CrossGen Wealth first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
CrossGen Wealth's IQVIA position peaked at $28.4K in Q4 2025.
1,084 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.