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Global Wealth Strategies & Associates’s IQVIA IQV Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-55
Closed -$9.38K – 250
2026
Q1 		$9.38K Sell
55
-63
-53% -$12.3K ﹤0.01% 322
2025
Q4 		$26.6K Hold
118
– – 0.01% 219
2025
Q3 		$22.4K Hold
118
– – 0.01% 211
2025
Q2 		$18.6K Hold
118
– – 0.01% 170
2025
Q1 		$20.8K Hold
118
– – 0.01% 182
2024
Q4 		$23.2K Hold
118
– – 0.01% 159
2024
Q3 		$28K Hold
118
– – 0.01% 126
2024
Q2 		$24.9K Hold
118
– – 0.01% 117
2024
Q1 		$29.8K Hold
118
– – 0.01% 111
2023
Q4 		$27.3K Hold
118
– – 0.01% 107
2023
Q3 		$23.2K Hold
118
– – 0.01% 109
2023
Q2 		$26.5K Hold
118
– – 0.01% 101
2023
Q1 		$23.5K Buy
+118
New +$25.2K 0.01% 99

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

Global Wealth Strategies & Associates's IQV Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of IQVIA (IQV) in Q2 2026, closing a stake of 55 shares — an estimated $9.38K sold.

Global Wealth Strategies & Associates first reported a position in IQV in Q1 2023 and held it in 13 quarters. The position peaked at $29.8K in Q1 2024. 1,086 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 55 IQVIA shares in Q2 2026, an estimated $9.38K.
  • Global Wealth Strategies & Associates first reported a position in IQVIA in Q1 2023 and held it in 13 quarters.
  • Global Wealth Strategies & Associates's IQVIA position peaked at $29.8K in Q1 2024.
  • 1,086 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.