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Exencial Wealth Advisors’s IQVIA IQV Stock Holding History

Exencial 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
Q1 		$9.35M Sell
54,823
-2,209
-4% -$431K 0.29% 90
2025
Q4 		$12.9M Sell
57,032
-2,568
-4% -$559K 0.41% 70
2025
Q3 		$11.3M Buy
59,600
+19,089
+47% +$3.47M 0.37% 84
2025
Q2 		$6.38M Sell
40,511
-2,147
-5% -$323K 0.22% 119
2025
Q1 		$7.52M Sell
42,658
-198
-0.5% -$38.4K 0.28% 102
2024
Q4 		$8.42M Sell
42,856
-2,186
-5% -$461K 0.31% 95
2024
Q3 		$10.7M Buy
45,042
+1
+0% +$236 0.38% 80
2024
Q2 		$9.52M Sell
45,041
-2,433
-5% -$553K 0.36% 85
2024
Q1 		$12M Buy
47,474
+70
+0.1% +$16.3K 0.45% 73
2023
Q4 		$11M Buy
47,404
+748
+2% +$154K 0.45% 68
2023
Q3 		$9.18M Sell
46,656
-1,136
-2% -$247K 0.44% 68
2023
Q2 		$10.7M Sell
47,792
-1,714
-3% -$344K 0.49% 61
2023
Q1 		$9.85M Sell
49,506
-384
-0.8% -$82.1K 0.51% 60
2022
Q4 		$10.2M Sell
49,890
-448
-0.9% -$90.9K 0.55% 57
2022
Q3 		$9.12M Buy
+50,338
New +$11M 0.55% 52

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Exencial Wealth Advisors's IQV Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its IQVIA (IQV) stake by 3.9% in Q1 2026, selling an estimated $431K and leaving 54,823 shares worth $9.35M. The position accounts for 0.29% of the portfolio, ranked #90.

Exencial Wealth Advisors first reported a position in IQV in Q3 2022 and has held it in 15 quarters since. The position peaked at $12.9M in Q4 2025. 1,071 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Exencial Wealth Advisors held 54,823 shares of IQVIA worth $9.35M as of Q1 2026.
  • Exencial Wealth Advisors sold 2,209 IQVIA shares in Q1 2026, an estimated $431K.
  • IQVIA made up 0.29% of Exencial Wealth Advisors's portfolio in Q1 2026, its #90 holding.
  • Exencial Wealth Advisors first reported a position in IQVIA in Q3 2022 and has held it in 15 quarters since.
  • Exencial Wealth Advisors's IQVIA position peaked at $12.9M in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.