EWM
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Empirical Wealth Management’s IQVIA IQV Stock Holding History

Empirical 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 		$711K Buy
3,681
+1,004
+38% +$175K 0.01% 520
2026
Q1 		$457K Buy
2,677
+815
+44% +$159K 0.01% 607
2025
Q4 		$420K Buy
+1,862
New +$405K 0.01% 577

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

Empirical Wealth Management increased its IQVIA (IQV) stake by 38% in Q2 2026, buying an estimated $175K and bringing the position to 3,681 shares worth $711K. The position accounts for 0.01% of the portfolio, ranked #520.

Empirical Wealth Management first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. 713 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Empirical Wealth Management held 3,681 shares of IQVIA worth $711K as of Q2 2026.
  • Empirical Wealth Management bought 1,004 IQVIA shares in Q2 2026, an estimated $175K.
  • IQVIA made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #520 holding.
  • Empirical Wealth Management first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
  • 713 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.