FFO
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Fortitude Family Office’s IQVIA IQV Stock Holding History

Fortitude 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
Q3 		$119K Buy
443
+65
+17% +$15.7K 0.02% 228
2026
Q2 		$73K Buy
378
+299
+378% +$52.1K 0.01% 216
2026
Q1 		$13.5K Sell
79
-1,695
-96% -$331K ﹤0.01% 548
2025
Q4 		$400K Buy
1,774
+2
+0.1% +$435 0.09% 109
2025
Q3 		$337K Sell
1,772
-2
-0.1% -$364 0.09% 108
2025
Q2 		$280K Sell
1,774
-141
-7% -$21.2K 0.09% 108
2025
Q1 		$338K Sell
1,915
-41
-2% -$7.95K 0.12% 87
2024
Q4 		$384K Sell
1,956
-21
-1% -$4.43K 0.14% 92
2024
Q3 		$468K Buy
1,977
+56
+3% +$13.2K 0.19% 69
2024
Q2 		$406K Buy
1,921
+68
+4% +$15.4K 0.23% 53
2024
Q1 		$469K Hold
1,853
– – 0.32% 46
2023
Q4 		$429K Buy
+1,853
New +$380K 0.32% 48

Other funds holding IQV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fortitude Family Office's IQV Position: Q3 2026 in Review

Fortitude Family Office increased its IQVIA (IQV) stake by 17% in Q3 2026, buying an estimated $15.7K and bringing the position to 443 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #228.

Fortitude Family Office first reported a position in IQV in Q4 2023 and has held it in 12 quarters since. The position peaked at $469K in Q1 2024. 126 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Fortitude Family Office held 443 shares of IQVIA worth $119K as of Q3 2026.
  • Fortitude Family Office bought 65 IQVIA shares in Q3 2026, an estimated $15.7K.
  • IQVIA made up 0.02% of Fortitude Family Office's portfolio in Q3 2026, its #228 holding.
  • Fortitude Family Office first reported a position in IQVIA in Q4 2023 and has held it in 12 quarters since.
  • Fortitude Family Office's IQVIA position peaked at $469K in Q1 2024.
  • 126 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.