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EP Wealth Advisors’s IQVIA IQV Stock Holding History

EP Wealth Advisors’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 		$410K Buy
2,122
+681
+47% +$119K ﹤0.01% 1124
2026
Q1 		$246K Buy
1,441
+343
+31% +$66.9K ﹤0.01% 1286
2025
Q4 		$247K Buy
+1,098
New +$239K ﹤0.01% 1251
2023
Q4 		– Sell
-1,317
Closed -$259K – 826
2023
Q3 		$259K Sell
1,317
-1,038
-44% -$225K ﹤0.01% 589
2023
Q2 		$296K Sell
2,355
-2,695
-53% -$541K ﹤0.01% 567
2023
Q1 		$354K Buy
+5,050
New +$1.08M 0.01% 460

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

EP Wealth Advisors's IQV Position: Q2 2026 in Review

EP Wealth Advisors increased its IQVIA (IQV) stake by 47% in Q2 2026, buying an estimated $119K and bringing the position to 2,122 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

EP Wealth Advisors first reported a position in IQV in Q1 2023 and has held it in 6 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • EP Wealth Advisors held 2,122 shares of IQVIA worth $410K as of Q2 2026.
  • EP Wealth Advisors bought 681 IQVIA shares in Q2 2026, an estimated $119K.
  • IQVIA made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1124 holding.
  • EP Wealth Advisors first reported a position in IQVIA in Q1 2023 and has held it in 6 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.