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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cypress Wealth Services's IQV Position: Q2 2026 in Review

Cypress Wealth Services reduced its IQVIA (IQV) stake by 14% in Q2 2026, selling an estimated $41.7K and leaving 1,524 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #349.

Cypress Wealth Services first reported a position in IQV in Q4 2020 and has held it in 19 quarters since. The position peaked at $383K in Q4 2025. 225 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Cypress Wealth Services held 1,524 shares of IQVIA worth $294K as of Q2 2026.
  • Cypress Wealth Services sold 239 IQVIA shares in Q2 2026, an estimated $41.7K.
  • IQVIA made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #349 holding.
  • Cypress Wealth Services first reported a position in IQVIA in Q4 2020 and has held it in 19 quarters since.
  • Cypress Wealth Services's IQVIA position peaked at $383K in Q4 2025.
  • 225 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.