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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
Q2 		$1.32M Buy
5,326
+4
+0.1% +$698 0.6% 35
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
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

H&H Retirement Design & Management's IQV Position: Q2 2026 in Review

H&H Retirement Design & Management increased its IQVIA (IQV) stake by 0.08% in Q2 2026, buying an estimated $698 and bringing the position to 5,326 shares worth $1.32M. The position accounts for 0.6% of the portfolio, ranked #35.

H&H Retirement Design & Management first reported a position in IQV in Q1 2024 and has held it in 10 quarters since. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • H&H Retirement Design & Management held 5,326 shares of IQVIA worth $1.32M as of Q2 2026.
  • H&H Retirement Design & Management bought 4 IQVIA shares in Q2 2026, an estimated $698.
  • IQVIA made up 0.6% of H&H Retirement Design & Management's portfolio in Q2 2026, its #35 holding.
  • H&H Retirement Design & Management first reported a position in IQVIA in Q1 2024 and has held it in 10 quarters since.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.