Evoke Wealth’s IQVIA IQV Stock Holding History

Evoke Wealth’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	$357K	Sell	2,091 -143	-6%	-$27.9K	0.01%	494
2025 Q4	$504K	Buy	2,234 +193	+9%	+$42K	0.01%	389
2025 Q3	$388K	Buy	2,041 +182	+10%	+$33.1K	0.01%	435
2025 Q2	$293K	Buy	+1,859	New	+$280K	0.01%	460
2022 Q4	–	Sell	-115	Closed	-$21K	–	746
2022 Q3	$21K	Buy	115 +6	+6%	+$1.31K	﹤0.01%	638
2022 Q2	$24K	Sell	109 -6	-5%	-$1.3K	﹤0.01%	623
2022 Q1	$27K	Buy	115 +23	+25%	+$5.45K	﹤0.01%	603
2021 Q4	$26K	Hold	92	–	–	﹤0.01%	638
2021 Q3	$22K	Hold	92	–	–	﹤0.01%	623
2021 Q2	$22K	Sell	92 -3	-3%	-$693	﹤0.01%	638
2021 Q1	$18K	Hold	95	–	–	﹤0.01%	605
2020 Q4	$17K	Hold	95	–	–	﹤0.01%	516
2020 Q3	$15K	Buy	95 +65	+217%	+$10.2K	﹤0.01%	513
2020 Q2	$4K	Hold	30	–	–	﹤0.01%	730
2020 Q1	$3.24K	Sell	30 -13	-30%	-$1.86K	﹤0.01%	712
2019 Q4	$6.64K	Sell	43 -20	-32%	-$2.92K	﹤0.01%	851
2019 Q3	$9.41K	Buy	+63	New	+$9.8K	﹤0.01%	837

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Evoke Wealth's IQV Position: Q1 2026 in Review

Evoke Wealth reduced its IQVIA (IQV) stake by 6.4% in Q1 2026, selling an estimated $27.9K and leaving 2,091 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #494.

Evoke Wealth first reported a position in IQV in Q3 2019 and has held it in 17 quarters since. The position peaked at $504K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Evoke Wealth held 2,091 shares of IQVIA worth $357K as of Q1 2026.
Evoke Wealth sold 143 IQVIA shares in Q1 2026, an estimated $27.9K.
IQVIA made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #494 holding.
Evoke Wealth first reported a position in IQVIA in Q3 2019 and has held it in 17 quarters since.
Evoke Wealth's IQVIA position peaked at $504K in Q4 2025.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.