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Dynasty Wealth Management’s IQVIA IQV Stock Holding History

Dynasty 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 		$428K Buy
2,508
+835
+50% +$163K ﹤0.01% 251
2025
Q4 		$377K Buy
+1,673
New +$364K ﹤0.01% 262

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Dynasty Wealth Management increased its IQVIA (IQV) stake by 50% in Q1 2026, buying an estimated $163K and bringing the position to 2,508 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Dynasty Wealth Management first reported a position in IQV in Q4 2025 and has held it in 2 quarters since. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Dynasty Wealth Management held 2,508 shares of IQVIA worth $428K as of Q1 2026.
  • Dynasty Wealth Management bought 835 IQVIA shares in Q1 2026, an estimated $163K.
  • IQVIA made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #251 holding.
  • Dynasty Wealth Management first reported a position in IQVIA in Q4 2025 and has held it in 2 quarters since.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.