DWM
IQV icon

Dogwood Wealth Management’s IQVIA IQV Stock Holding History

Dogwood 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
Q2 		$7.73K Buy
40
+22
+122% +$3.84K ﹤0.01% 435
2026
Q1 		$3.07K Sell
18
-22
-55% -$4.29K ﹤0.01% 575
2025
Q4 		$9.02K Sell
40
-25
-38% -$5.44K ﹤0.01% 312
2025
Q3 		$12.3K Buy
65
+4
+7% +$727 0.01% 242
2025
Q2 		$10K Buy
61
+49
+408% +$7.38K ﹤0.01% 276
2025
Q1 		$2.12K Buy
+12
New +$2.33K ﹤0.01% 332
2024
Q3 		– Hold
0
– – – 329
2024
Q2 		– Hold
0
– – – 391
2024
Q1 		– Hold
0
– – – 352
2023
Q4 		– Hold
0
– – – 338

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

Dogwood Wealth Management's IQV Position: Q2 2026 in Review

Dogwood Wealth Management increased its IQVIA (IQV) stake by 122% in Q2 2026, buying an estimated $3.84K and bringing the position to 40 shares worth $7.73K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Dogwood Wealth Management first reported a position in IQV in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.3K in Q3 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Dogwood Wealth Management held 40 shares of IQVIA worth $7.73K as of Q2 2026.
  • Dogwood Wealth Management bought 22 IQVIA shares in Q2 2026, an estimated $3.84K.
  • IQVIA made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #435 holding.
  • Dogwood Wealth Management first reported a position in IQVIA in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's IQVIA position peaked at $12.3K in Q3 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.