Cypress Wealth Services
IQV icon

Cypress Wealth Services’s IQVIA IQV Stock Holding History

Cypress Wealth Services’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
Q3 		$395K Sell
1,521
-3
-0.2% -$725 0.05% 279
2026
Q2 		$294K Sell
1,524
-239
-14% -$41.7K 0.04% 349
2026
Q1 		$301K Buy
1,763
+63
+4% +$12.3K 0.04% 305
2025
Q4 		$383K Sell
1,700
-4
-0.2% -$870 0.05% 247
2025
Q3 		$324K Buy
1,704
+38
+2% +$6.91K 0.05% 238
2025
Q2 		$263K Buy
1,666
+410
+33% +$61.7K 0.05% 256
2025
Q1 		$221K Buy
1,256
+13
+1% +$2.52K 0.04% 257
2024
Q4 		$244K Buy
1,243
+57
+5% +$12K 0.05% 240
2024
Q3 		$281K Buy
1,186
+6
+0.5% +$1.42K 0.06% 213
2024
Q2 		$249K Buy
1,180
+79
+7% +$17.9K 0.06% 219
2024
Q1 		$278K Buy
1,101
+55
+5% +$12.8K 0.06% 204
2023
Q4 		$242K Buy
+1,046
New +$215K 0.06% 208
2023
Q3 		– Sell
-905
Closed -$200K – 251
2023
Q2 		$200K Buy
+905
New +$182K 0.05% 235
2022
Q3 		– Sell
-1,407
Closed -$305K – 236
2022
Q2 		$305K Buy
1,407
+35
+3% +$7.6K 0.1% 173
2022
Q1 		$317K Buy
1,372
+125
+10% +$29.6K 0.09% 175
2021
Q4 		$352K Buy
1,247
+92
+8% +$23.9K 0.1% 154
2021
Q3 		$277K Sell
1,155
-217
-16% -$54.8K 0.08% 181
2021
Q2 		$332K Sell
1,372
-24
-2% -$5.54K 0.09% 185
2021
Q1 		$270K Buy
1,396
+93
+7% +$17.5K 0.06% 237
2020
Q4 		$233K Buy
+1,303
New +$220K 0.05% 247

Other funds holding IQV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Cypress Wealth Services's IQV Position: Q3 2026 in Review

Cypress Wealth Services reduced its IQVIA (IQV) stake by 0.2% in Q3 2026, selling an estimated $725 and leaving 1,521 shares worth $395K. The position accounts for 0.05% of the portfolio, ranked #279.

Cypress Wealth Services first reported a position in IQV in Q4 2020 and has held it in 20 quarters since. 607 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Cypress Wealth Services held 1,521 shares of IQVIA worth $395K as of Q3 2026.
  • Cypress Wealth Services sold 3 IQVIA shares in Q3 2026, an estimated $725.
  • IQVIA made up 0.05% of Cypress Wealth Services's portfolio in Q3 2026, its #279 holding.
  • Cypress Wealth Services first reported a position in IQVIA in Q4 2020 and has held it in 20 quarters since.
  • 607 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.