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Crux Wealth Advisors’s IQVIA IQV Stock Holding History

Crux Wealth Advisors’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 		$1.54M Sell
7,961
-339
-4% -$59.1K 0.53% 57
2026
Q1 		$1.42M Sell
8,300
-100
-1% -$19.5K 0.54% 61
2025
Q4 		$1.89M Buy
8,400
+144
+2% +$31.3K 0.7% 43
2025
Q3 		$1.57M Buy
8,256
+612
+8% +$111K 0.62% 47
2025
Q2 		$1.2M Buy
7,644
+1,375
+22% +$207K 0.51% 60
2025
Q1 		$1.11M Sell
6,269
-354
-5% -$68.7K 0.58% 60
2024
Q4 		$1.3M Buy
+6,623
New +$1.4M 0.72% 41

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

Crux Wealth Advisors's IQV Position: Q2 2026 in Review

Crux Wealth Advisors reduced its IQVIA (IQV) stake by 4.1% in Q2 2026, selling an estimated $59.1K and leaving 7,961 shares worth $1.54M. The position accounts for 0.53% of the portfolio, ranked #57.

Crux Wealth Advisors first reported a position in IQV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.89M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Crux Wealth Advisors held 7,961 shares of IQVIA worth $1.54M as of Q2 2026.
  • Crux Wealth Advisors sold 339 IQVIA shares in Q2 2026, an estimated $59.1K.
  • IQVIA made up 0.53% of Crux Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Crux Wealth Advisors first reported a position in IQVIA in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's IQVIA position peaked at $1.89M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.