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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FSB Premier Wealth Management's IQV Position: Q1 2026 in Review

FSB Premier Wealth Management increased its IQVIA (IQV) stake by 13% in Q1 2026, buying an estimated $101K and bringing the position to 4,395 shares worth $750K. The position accounts for 0.23% of the portfolio, ranked #104.

FSB Premier Wealth Management first reported a position in IQV in Q4 2021 and has held it in 11 quarters since. The position peaked at $874K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

FSB Premier Wealth Management held 4,395 shares of IQVIA worth $750K as of Q1 2026.
FSB Premier Wealth Management bought 519 IQVIA shares in Q1 2026, an estimated $101K.
IQVIA made up 0.23% of FSB Premier Wealth Management's portfolio in Q1 2026, its #104 holding.
FSB Premier Wealth Management first reported a position in IQVIA in Q4 2021 and has held it in 11 quarters since.
FSB Premier Wealth Management's IQVIA position peaked at $874K in Q4 2025.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.