H&H Retirement Design & Management’s IQVIA IQV Stock Holding History

H&H Retirement Design & 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 Q1	$840K	Hold	5,322	–	–	0.39%	46
2025 Q4	$1.23M	Hold	5,322	–	–	0.63%	37
2025 Q3	$1.13M	Sell	5,322 -27	-0.5%	-$4.91K	0.6%	37
2025 Q2	$850K	Buy	5,349 +1,307	+32%	+$197K	0.47%	42
2025 Q1	$571K	Hold	4,042	–	–	0.38%	45
2024 Q4	$772K	Sell	4,042 -457	-10%	-$96.4K	0.47%	44
2024 Q3	$1.05M	Sell	4,499 -47	-1%	-$11.1K	0.62%	40
2024 Q2	$1.11M	Sell	4,546 -57	-1%	-$12.9K	0.69%	33
2024 Q1	$1.06M	Buy	+4,603	New	+$1.07M	0.7%	33

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

H&H Retirement Design & Management's IQV Position: Q1 2026 in Review

H&H Retirement Design & Management held its IQVIA (IQV) position steady in Q1 2026 at 5,322 shares worth $840K. The position accounts for 0.39% of the portfolio, ranked #46.

H&H Retirement Design & Management first reported a position in IQV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

H&H Retirement Design & Management held 5,322 shares of IQVIA worth $840K as of Q1 2026.
H&H Retirement Design & Management left its IQVIA share count unchanged in Q1 2026.
IQVIA made up 0.39% of H&H Retirement Design & Management's portfolio in Q1 2026, its #46 holding.
H&H Retirement Design & Management first reported a position in IQVIA in Q1 2024 and has held it in 9 quarters since.
H&H Retirement Design & Management's IQVIA position peaked at $1.23M in Q4 2025.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.