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GeoWealth Management’s IQVIA IQV Stock Holding History

GeoWealth 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 		$1.95M Sell
10,104
-850
-8% -$148K 0.06% 176
2026
Q1 		$1.87M Buy
10,954
+130
+1% +$25.4K 0.07% 167
2025
Q4 		$2.44M Buy
10,824
+989
+10% +$215K 0.09% 140
2025
Q3 		$1.87M Buy
9,835
+5,368
+120% +$976K 0.07% 178
2025
Q2 		$704K Buy
4,467
+1,377
+45% +$207K 0.03% 331
2025
Q1 		$545K Buy
3,090
+178
+6% +$34.5K 0.02% 403
2024
Q4 		$572K Sell
2,912
-604
-17% -$127K 0.02% 440
2024
Q3 		$833K Buy
3,516
+546
+18% +$129K 0.03% 348
2024
Q2 		$628K Buy
2,970
+1,244
+72% +$283K 0.03% 371
2024
Q1 		$436K Buy
1,726
+950
+122% +$222K 0.02% 479
2023
Q4 		$180K Buy
776
+534
+221% +$110K 0.01% 519
2023
Q3 		$48K Buy
242
+108
+81% +$23.5K 0.01% 397
2023
Q2 		$30K Buy
134
+41
+44% +$8.23K ﹤0.01% 351
2023
Q1 		$19K Buy
+93
New +$19.9K ﹤0.01% 322

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

GeoWealth Management's IQV Position: Q2 2026 in Review

GeoWealth Management reduced its IQVIA (IQV) stake by 7.8% in Q2 2026, selling an estimated $148K and leaving 10,104 shares worth $1.95M. The position accounts for 0.06% of the portfolio, ranked #176.

GeoWealth Management first reported a position in IQV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.44M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • GeoWealth Management held 10,104 shares of IQVIA worth $1.95M as of Q2 2026.
  • GeoWealth Management sold 850 IQVIA shares in Q2 2026, an estimated $148K.
  • IQVIA made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #176 holding.
  • GeoWealth Management first reported a position in IQVIA in Q1 2023 and has held it in 14 quarters since.
  • GeoWealth Management's IQVIA position peaked at $2.44M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.