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Gilpin Wealth Management’s IQVIA IQV Stock Holding History

Gilpin 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
Q3 		$393K Buy
1,460
+2
+0.1% +$483 0.27% 85
2026
Q2 		$282K Buy
1,458
+1,298
+811% +$226K 0.19% 107
2026
Q1 		$27.3K Buy
160
+40
+33% +$7.8K 0.02% 229
2025
Q4 		$27.1K Buy
+120
New +$26.1K 0.02% 220

Other funds holding IQV

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Gilpin Wealth Management's IQV Position: Q3 2026 in Review

Gilpin Wealth Management increased its IQVIA (IQV) stake by 0.14% in Q3 2026, buying an estimated $483 and bringing the position to 1,460 shares worth $393K. The position accounts for 0.27% of the portfolio, ranked #85.

Gilpin Wealth Management first reported a position in IQV in Q4 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Gilpin Wealth Management held 1,460 shares of IQVIA worth $393K as of Q3 2026.
  • Gilpin Wealth Management bought 2 IQVIA shares in Q3 2026, an estimated $483.
  • IQVIA made up 0.27% of Gilpin Wealth Management's portfolio in Q3 2026, its #85 holding.
  • Gilpin Wealth Management first reported a position in IQVIA in Q4 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.