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High Note Wealth’s IQVIA IQV Stock Holding History

High Note Wealth’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 		$3.41K Sell
20
-15
-43% -$2.93K ﹤0.01% 674
2025
Q4 		$7.89K Buy
35
+7
+25% +$1.52K ﹤0.01% 380
2025
Q3 		$5.32K Buy
28
+14
+100% +$2.55K ﹤0.01% 446
2025
Q2 		$2.21K Buy
14
+5
+56% +$753 ﹤0.01% 631
2025
Q1 		$1.59K Buy
+9
New +$1.75K ﹤0.01% 708

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

High Note Wealth's IQV Position: Q1 2026 in Review

High Note Wealth reduced its IQVIA (IQV) stake by 43% in Q1 2026, selling an estimated $2.93K and leaving 20 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

High Note Wealth first reported a position in IQV in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.89K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • High Note Wealth held 20 shares of IQVIA worth $3.41K as of Q1 2026.
  • High Note Wealth sold 15 IQVIA shares in Q1 2026, an estimated $2.93K.
  • IQVIA made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #674 holding.
  • High Note Wealth first reported a position in IQVIA in Q1 2025 and has held it in 5 quarters since.
  • High Note Wealth's IQVIA position peaked at $7.89K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.