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FSB Premier Wealth Management’s IQVIA IQV Stock Holding History

FSB Premier Wealth 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
Q2 		$432K Sell
2,235
-2,160
-49% -$377K 0.12% 156
2026
Q1 		$750K Buy
4,395
+519
+13% +$101K 0.23% 104
2025
Q4 		$874K Buy
3,876
+97
+3% +$21.1K 0.28% 93
2025
Q3 		$718K Buy
3,779
+37
+1% +$6.73K 0.24% 104
2025
Q2 		$590K Sell
3,742
-11
-0.3% -$1.66K 0.21% 118
2025
Q1 		$662K Buy
3,753
+468
+14% +$90.8K 0.26% 104
2024
Q4 		$646K Buy
3,285
+551
+20% +$116K 0.26% 97
2024
Q3 		$648K Buy
2,734
+606
+28% +$143K 0.27% 98
2024
Q2 		$450K Buy
2,128
+1,214
+133% +$276K 0.2% 115
2024
Q1 		$231K Buy
+914
New +$213K 0.11% 162
2023
Q1 		– Sell
-1,284
Closed -$263K – 153
2022
Q4 		$263K Buy
+1,284
New +$260K 0.14% 123
2022
Q1 		– Sell
-2,182
Closed -$615K – 334
2021
Q4 		$615K Buy
+2,182
New +$566K 0.26% 65

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

FSB Premier Wealth Management's IQV Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its IQVIA (IQV) stake by 49% in Q2 2026, selling an estimated $377K and leaving 2,235 shares worth $432K. The position accounts for 0.12% of the portfolio, ranked #156.

FSB Premier Wealth Management first reported a position in IQV in Q4 2021 and has held it in 12 quarters since. The position peaked at $874K in Q4 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • FSB Premier Wealth Management held 2,235 shares of IQVIA worth $432K as of Q2 2026.
  • FSB Premier Wealth Management sold 2,160 IQVIA shares in Q2 2026, an estimated $377K.
  • IQVIA made up 0.12% of FSB Premier Wealth Management's portfolio in Q2 2026, its #156 holding.
  • FSB Premier Wealth Management first reported a position in IQVIA in Q4 2021 and has held it in 12 quarters since.
  • FSB Premier Wealth Management's IQVIA position peaked at $874K in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.