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HB Wealth Management’s IQVIA IQV Stock Holding History

HB 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
Q2 		$1.1M Buy
5,697
+1,192
+26% +$208K 0.01% 704
2026
Q1 		$768K Sell
4,505
-227
-5% -$44.3K 0.01% 779
2025
Q4 		$1.07M Buy
4,732
+1,231
+35% +$268K 0.01% 600
2025
Q3 		$665K Buy
3,501
+857
+32% +$156K ﹤0.01% 740
2025
Q2 		$417K Sell
2,644
-1,787
-40% -$269K ﹤0.01% 812
2025
Q1 		$781K Buy
4,431
+1,304
+42% +$253K 0.01% 612
2024
Q4 		$614K Sell
3,127
-886
-22% -$187K 0.01% 555
2024
Q3 		$951K Buy
4,013
+42
+1% +$9.91K 0.01% 410
2024
Q2 		$840K Buy
3,971
+1,582
+66% +$359K 0.01% 404
2024
Q1 		$604K Buy
2,389
+187
+8% +$43.7K 0.01% 447
2023
Q4 		$509K Buy
2,202
+614
+39% +$126K 0.01% 453
2023
Q3 		$312K Buy
1,588
+283
+22% +$61.4K 0.01% 554
2023
Q2 		$293K Buy
+1,305
New +$262K ﹤0.01% 552

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

HB Wealth Management's IQV Position: Q2 2026 in Review

HB Wealth Management increased its IQVIA (IQV) stake by 26% in Q2 2026, buying an estimated $208K and bringing the position to 5,697 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #704.

HB Wealth Management first reported a position in IQV in Q2 2023 and has held it in 13 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • HB Wealth Management held 5,697 shares of IQVIA worth $1.1M as of Q2 2026.
  • HB Wealth Management bought 1,192 IQVIA shares in Q2 2026, an estimated $208K.
  • IQVIA made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #704 holding.
  • HB Wealth Management first reported a position in IQVIA in Q2 2023 and has held it in 13 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.