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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
Q2 		$5.8K Buy
30
+8
+36% +$1.4K ﹤0.01% 818
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 $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

Financial Consulate's IQV Position: Q2 2026 in Review

Financial Consulate increased its IQVIA (IQV) stake by 36% in Q2 2026, buying an estimated $1.4K and bringing the position to 30 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Financial Consulate first reported a position in IQV in Q3 2025 and has held it in 4 quarters since. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Financial Consulate held 30 shares of IQVIA worth $5.8K as of Q2 2026.
  • Financial Consulate bought 8 IQVIA shares in Q2 2026, an estimated $1.4K.
  • IQVIA made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #818 holding.
  • Financial Consulate first reported a position in IQVIA in Q3 2025 and has held it in 4 quarters since.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.