Envestnet Portfolio Solutions
IQV icon

Envestnet Portfolio Solutions’s IQVIA IQV Stock Holding History

Envestnet Portfolio Solutions’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 		$941K Buy
4,872
+174
+4% +$30.3K ﹤0.01% 738
2026
Q1 		$801K Sell
4,698
-1,154
-20% -$225K ﹤0.01% 715
2025
Q4 		$1.32M Sell
5,852
-229
-4% -$49.8K ﹤0.01% 668
2025
Q3 		$1.16M Sell
6,081
-105
-2% -$19.1K ﹤0.01% 693
2025
Q2 		$975K Sell
6,186
-492
-7% -$74.1K ﹤0.01% 798
2025
Q1 		$1.18M Sell
6,678
-3,539
-35% -$687K ﹤0.01% 738
2024
Q4 		$2.01M Sell
10,217
-2,779
-21% -$586K 0.01% 662
2024
Q3 		$3.08M Buy
12,996
+2,335
+22% +$551K 0.01% 523
2024
Q2 		$2.25M Sell
10,661
-435
-4% -$98.8K 0.01% 598
2024
Q1 		$2.81M Sell
11,096
-1,147
-9% -$268K 0.01% 538
2023
Q4 		$2.83M Sell
12,243
-613
-5% -$126K 0.01% 499
2023
Q3 		$2.53M Buy
+12,856
New +$2.79M 0.01% 482

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

Envestnet Portfolio Solutions's IQV Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its IQVIA (IQV) stake by 3.7% in Q2 2026, buying an estimated $30.3K and bringing the position to 4,872 shares worth $941K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Envestnet Portfolio Solutions first reported a position in IQV in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.08M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Envestnet Portfolio Solutions held 4,872 shares of IQVIA worth $941K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 174 IQVIA shares in Q2 2026, an estimated $30.3K.
  • IQVIA made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #738 holding.
  • Envestnet Portfolio Solutions first reported a position in IQVIA in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's IQVIA position peaked at $3.08M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.