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Cyndeo Wealth Partners’s IQVIA IQV Stock Holding History

Cyndeo Wealth Partners’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
-1,030
Closed -$232K – 501
2025
Q4 		$232K Buy
+1,030
New +$224K 0.01% 446

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Cyndeo Wealth Partners's IQV Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of IQVIA (IQV) in Q1 2026, closing a stake of 1,030 shares — an estimated $232K sold.

Cyndeo Wealth Partners first reported a position in IQV in Q4 2025 and held it in 1 quarter. The position peaked at $232K in Q4 2025. 1,072 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Cyndeo Wealth Partners reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 1,030 IQVIA shares in Q1 2026, an estimated $232K.
  • Cyndeo Wealth Partners first reported a position in IQVIA in Q4 2025 and held it in 1 quarter.
  • Cyndeo Wealth Partners's IQVIA position peaked at $232K in Q4 2025.
  • 1,072 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.