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Financial Management Professionals’s IQVIA IQV Stock Holding History

Financial Management Professionals’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 		$9.47K Hold
49
– – ﹤0.01% 599
2026
Q1 		$8.36K Sell
49
-8
-14% -$1.56K ﹤0.01% 563
2025
Q4 		$12.8K Hold
57
– – ﹤0.01% 486
2025
Q3 		$10.8K Buy
57
+8
+16% +$1.46K ﹤0.01% 511
2025
Q2 		$7.72K Sell
49
-1
-2% -$151 ﹤0.01% 575
2025
Q1 		$8.81K Buy
50
+5
+11% +$970 ﹤0.01% 546
2024
Q4 		$8.84K Sell
45
-47
-51% -$9.91K ﹤0.01% 528
2024
Q3 		$22K Buy
92
+47
+104% +$11.1K ﹤0.01% 409
2024
Q2 		$10K Sell
45
-16
-26% -$3.63K ﹤0.01% 486
2024
Q1 		$15K Sell
61
-36
-37% -$8.4K ﹤0.01% 476
2023
Q4 		$22K Buy
97
+2
+2% +$411 ﹤0.01% 374
2023
Q3 		$19K Buy
95
+2
+2% +$434 ﹤0.01% 380
2023
Q2 		$21K Buy
93
+22
+31% +$4.42K ﹤0.01% 397
2023
Q1 		$14K Sell
71
-18
-20% -$3.85K ﹤0.01% 501
2022
Q4 		$18K Hold
89
– – ﹤0.01% 393
2022
Q3 		$16K Buy
89
+5
+6% +$1.09K ﹤0.01% 393
2022
Q2 		$18K Buy
84
+33
+65% +$7.17K ﹤0.01% 372
2022
Q1 		$12K Buy
51
+2
+4% +$474 ﹤0.01% 484
2021
Q4 		$14K Hold
49
– – ﹤0.01% 419
2021
Q3 		$12K Hold
49
– – ﹤0.01% 439
2021
Q2 		$12K Hold
49
– – ﹤0.01% 370
2021
Q1 		$9K Hold
49
– – ﹤0.01% 388
2020
Q4 		$9K Hold
49
– – ﹤0.01% 375
2020
Q3 		$8K Hold
49
– – ﹤0.01% 345
2020
Q2 		$7K Buy
+49
New +$6.64K ﹤0.01% 349
2018
Q2 		– Sell
-84
Closed -$8K – 291
2018
Q1 		$8K Hold
84
– – ﹤0.01% 174
2017
Q4 		$8K Buy
+84
New +$8.55K ﹤0.01% 144

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 Management Professionals's IQV Position: Q2 2026 in Review

Financial Management Professionals held its IQVIA (IQV) position steady in Q2 2026 at 49 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Financial Management Professionals first reported a position in IQV in Q4 2017 and has held it in 27 quarters since. The position peaked at $22K in Q3 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Financial Management Professionals held 49 shares of IQVIA worth $9.47K as of Q2 2026.
  • Financial Management Professionals left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #599 holding.
  • Financial Management Professionals first reported a position in IQVIA in Q4 2017 and has held it in 27 quarters since.
  • Financial Management Professionals's IQVIA position peaked at $22K in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.