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Elevation Wealth Partners’s IQVIA IQV Stock Holding History

Elevation Wealth Partners’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 		$29.6K Buy
153
+105
+219% +$18.3K 0.01% 454
2026
Q1 		$8.19K Buy
48
+39
+433% +$7.61K ﹤0.01% 570
2025
Q4 		$2.03K Buy
+9
New +$1.96K ﹤0.01% 789

Other funds holding IQV

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return

Elevation Wealth Partners's IQV Position: Q2 2026 in Review

Elevation Wealth Partners increased its IQVIA (IQV) stake by 219% in Q2 2026, buying an estimated $18.3K and bringing the position to 153 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #454.

Elevation Wealth Partners first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Elevation Wealth Partners held 153 shares of IQVIA worth $29.6K as of Q2 2026.
  • Elevation Wealth Partners bought 105 IQVIA shares in Q2 2026, an estimated $18.3K.
  • IQVIA made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #454 holding.
  • Elevation Wealth Partners first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.