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Forum Financial Management’s IQVIA IQV Stock Holding History

Forum Financial Management’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 		– Sell
-2,143
Closed -$483K – 661
2025
Q4 		$483K Buy
2,143
+289
+16% +$62.9K 0.01% 491
2025
Q3 		$352K Buy
1,854
+303
+20% +$55.1K ﹤0.01% 647
2025
Q2 		$244K Sell
1,551
-379
-20% -$57.1K ﹤0.01% 784
2025
Q1 		$340K Sell
1,930
-137
-7% -$26.6K 0.01% 535
2024
Q4 		$406K Buy
2,067
+718
+53% +$151K 0.01% 471
2024
Q3 		$320K Sell
1,349
-2
-0.1% -$472 0.01% 486
2024
Q2 		$286K Buy
1,351
+2
+0.1% +$454 0.01% 499
2024
Q1 		$341K Hold
1,349
– – 0.01% 447
2023
Q4 		$312K Hold
1,349
– – 0.01% 437
2023
Q3 		$265K Hold
1,349
– – 0.01% 465
2023
Q2 		$303K Buy
1,349
+5
+0.4% +$1K 0.01% 430
2023
Q1 		$267K Buy
1,344
+16
+1% +$3.42K 0.01% 443
2022
Q4 		$272K Hold
1,328
– – 0.01% 422
2022
Q3 		$241K Buy
1,328
+194
+17% +$42.5K 0.01% 426
2022
Q2 		$246K Sell
1,134
-11
-1% -$2.39K 0.01% 433
2022
Q1 		$264K Hold
1,145
– – 0.01% 457
2021
Q4 		$323K Buy
+1,145
New +$297K 0.02% 383

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Forum Financial Management's IQV Position: Q1 2026 in Review

Forum Financial Management sold out of IQVIA (IQV) in Q1 2026, closing a stake of 2,143 shares — an estimated $483K sold.

Forum Financial Management first reported a position in IQV in Q4 2021 and held it in 17 quarters. The position peaked at $483K in Q4 2025. 1,071 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Forum Financial Management reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,143 IQVIA shares in Q1 2026, an estimated $483K.
  • Forum Financial Management first reported a position in IQVIA in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's IQVIA position peaked at $483K in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.