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
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

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

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

Fortitude Family Office increased its IQVIA (IQV) stake by 378% in Q2 2026, buying an estimated $52.1K and bringing the position to 378 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #216.

Fortitude Family Office first reported a position in IQV in Q4 2023 and has held it in 11 quarters since. The position peaked at $469K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Fortitude Family Office held 378 shares of IQVIA worth $73K as of Q2 2026.
  • Fortitude Family Office bought 299 IQVIA shares in Q2 2026, an estimated $52.1K.
  • IQVIA made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #216 holding.
  • Fortitude Family Office first reported a position in IQVIA in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's IQVIA position peaked at $469K in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.