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Dakota Wealth Management’s IQVIA IQV Stock Holding History

Dakota Wealth Management’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
-7,180
Closed -$1.62M – 803
2025
Q4 		$1.62M Buy
7,180
+2,334
+48% +$508K 0.03% 319
2025
Q3 		$920K Sell
4,846
-238
-5% -$43.3K 0.02% 368
2025
Q2 		$801K Buy
+5,084
New +$765K 0.02% 427

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dakota Wealth Management's IQV Position: Q1 2026 in Review

Dakota Wealth Management sold out of IQVIA (IQV) in Q1 2026, closing a stake of 7,180 shares — an estimated $1.62M sold.

Dakota Wealth Management first reported a position in IQV in Q2 2025 and held it in 3 quarters. The position peaked at $1.62M in Q4 2025. 1,071 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Dakota Wealth Management reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 7,180 IQVIA shares in Q1 2026, an estimated $1.62M.
  • Dakota Wealth Management first reported a position in IQVIA in Q2 2025 and held it in 3 quarters.
  • Dakota Wealth Management's IQVIA position peaked at $1.62M in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.