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Financial Consulate’s IQVIA IQV Stock Holding History

Financial Consulate’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 		$3.75K Buy
22
+4
+22% +$780 ﹤0.01% 849
2025
Q4 		$4.06K Hold
18
– – ﹤0.01% 776
2025
Q3 		$3.42K Buy
+18
New +$3.27K ﹤0.01% 719

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Financial Consulate's IQV Position: Q1 2026 in Review

Financial Consulate increased its IQVIA (IQV) stake by 22% in Q1 2026, buying an estimated $780 and bringing the position to 22 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Financial Consulate first reported a position in IQV in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.06K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Financial Consulate held 22 shares of IQVIA worth $3.75K as of Q1 2026.
  • Financial Consulate bought 4 IQVIA shares in Q1 2026, an estimated $780.
  • IQVIA made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #849 holding.
  • Financial Consulate first reported a position in IQVIA in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's IQVIA position peaked at $4.06K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.