Fiduciary Family Office’s IQVIA IQV Stock Holding History

Fiduciary Family Office’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	$2.36M	Buy	12,231 +3,027	+33%	+$528K	0.59%	35
2026 Q1	$1.57M	Buy	9,204 +1,161	+14%	+$227K	0.45%	48
2025 Q4	$1.81M	Buy	8,043 +1,890	+31%	+$411K	0.52%	37
2025 Q3	$1.17M	Buy	6,153 +2,702	+78%	+$491K	0.33%	55
2025 Q2	$544K	Sell	3,451 -2,005	-37%	-$302K	0.18%	117
2025 Q1	$962K	Buy	+5,456	New	+$1.06M	0.32%	65
2024 Q4	–	Sell	-5,666	Closed	-$1.34M	–	160
2024 Q3	$1.34M	Buy	5,666 +3,530	+165%	+$833K	0.44%	46
2024 Q2	$452K	Sell	2,136 -58	-3%	-$13.2K	0.18%	138
2024 Q1	$555K	Buy	2,194 +984	+81%	+$230K	0.22%	125
2023 Q4	$280K	Buy	+1,210	New	+$248K	0.12%	172

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fiduciary Family Office's IQV Position: Q2 2026 in Review

Fiduciary Family Office increased its IQVIA (IQV) stake by 33% in Q2 2026, buying an estimated $528K and bringing the position to 12,231 shares worth $2.36M. The position accounts for 0.59% of the portfolio, ranked #35.

Fiduciary Family Office first reported a position in IQV in Q4 2023 and has held it in 10 quarters since. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Fiduciary Family Office held 12,231 shares of IQVIA worth $2.36M as of Q2 2026.
Fiduciary Family Office bought 3,027 IQVIA shares in Q2 2026, an estimated $528K.
IQVIA made up 0.59% of Fiduciary Family Office's portfolio in Q2 2026, its #35 holding.
Fiduciary Family Office first reported a position in IQVIA in Q4 2023 and has held it in 10 quarters since.
1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.