BPI
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BFC Planning, Inc.’s IQVIA IQV Stock Holding History

BFC Planning, Inc.’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 		$65.3K Buy
338
+50
+17% +$8.72K ﹤0.01% 1422
2026
Q1 		$49.1K Buy
288
+2
+0.7% +$390 ﹤0.01% 1346
2025
Q4 		$64.5K Buy
286
+33
+13% +$7.18K ﹤0.01% 1264
2025
Q3 		$48.1K Sell
253
-20
-7% -$3.64K ﹤0.01% 1207
2025
Q2 		$43K Buy
273
+42
+18% +$6.32K ﹤0.01% 1193
2025
Q1 		$40.7K Buy
231
+39
+20% +$7.57K ﹤0.01% 1186
2024
Q4 		$37.7K Buy
+192
New +$40.5K ﹤0.01% 1223

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s IQV Position: Q2 2026 in Review

BFC Planning, Inc. increased its IQVIA (IQV) stake by 17% in Q2 2026, buying an estimated $8.72K and bringing the position to 338 shares worth $65.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

BFC Planning, Inc. first reported a position in IQV in Q4 2024 and has held it in 7 quarters since. 1,094 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • BFC Planning, Inc. held 338 shares of IQVIA worth $65.3K as of Q2 2026.
  • BFC Planning, Inc. bought 50 IQVIA shares in Q2 2026, an estimated $8.72K.
  • IQVIA made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1422 holding.
  • BFC Planning, Inc. first reported a position in IQVIA in Q4 2024 and has held it in 7 quarters since.
  • 1,094 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.