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GDS Wealth Management’s IQVIA IQV Stock Holding History

GDS 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 		$20.6M Buy
106,387
+7,999
+8% +$1.39M 0.98% 46
2026
Q1 		$16.8M Buy
98,388
+5,864
+6% +$1.14M 1.01% 41
2025
Q4 		$20.9M Buy
92,524
+1,323
+1% +$288K 1.3% 26
2025
Q3 		$17.3M Buy
91,201
+3,710
+4% +$675K 1.14% 32
2025
Q2 		$13.8M Buy
87,491
+21,020
+32% +$3.16M 1.01% 41
2025
Q1 		$11.7M Buy
66,471
+6,942
+12% +$1.35M 1% 41
2024
Q4 		$11.7M Buy
59,529
+4,636
+8% +$978K 1.07% 42
2024
Q3 		$13M Buy
54,893
+4,056
+8% +$957K 1.27% 39
2024
Q2 		$10.7M Buy
50,837
+4,968
+11% +$1.13M 1.18% 42
2024
Q1 		$11.6M Buy
45,869
+4,274
+10% +$998K 1.36% 37
2023
Q4 		$9.62M Buy
41,595
+5,244
+14% +$1.08M 1.3% 32
2023
Q3 		$7.15M Buy
36,351
+2,461
+7% +$534K 1.12% 36
2023
Q2 		$7.62M Sell
33,890
-1,408
-4% -$283K 1.24% 28
2023
Q1 		$7.02M Sell
35,298
-8,618
-20% -$1.84M 1.24% 28
2022
Q4 		$9M Sell
43,916
-4,747
-10% -$963K 1.72% 17
2022
Q3 		$8.81M Buy
48,663
+5,905
+14% +$1.29M 1.96% 17
2022
Q2 		$9.28M Buy
42,758
+21,478
+101% +$4.66M 2.08% 14
2022
Q1 		$4.99M Buy
21,280
+1,044
+5% +$247K 1.1% 23
2021
Q4 		$5.71M Buy
+20,236
New +$5.25M 1.28% 20

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

GDS Wealth Management's IQV Position: Q2 2026 in Review

GDS Wealth Management increased its IQVIA (IQV) stake by 8.1% in Q2 2026, buying an estimated $1.39M and bringing the position to 106,387 shares worth $20.6M. The position accounts for 0.98% of the portfolio, ranked #46.

GDS Wealth Management first reported a position in IQV in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.9M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • GDS Wealth Management held 106,387 shares of IQVIA worth $20.6M as of Q2 2026.
  • GDS Wealth Management bought 7,999 IQVIA shares in Q2 2026, an estimated $1.39M.
  • IQVIA made up 0.98% of GDS Wealth Management's portfolio in Q2 2026, its #46 holding.
  • GDS Wealth Management first reported a position in IQVIA in Q4 2021 and has held it in 19 quarters since.
  • GDS Wealth Management's IQVIA position peaked at $20.9M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

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