Icon Wealth Advisors’s IQVIA IQV Stock Holding History

Icon Wealth Advisors’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	–	Sell	-1,366	Closed	-$308K	–	413
2025 Q4	$308K	Buy	1,366 +378	+38%	+$82.2K	0.02%	313
2025 Q3	$188K	Buy	988 +9	+0.9%	+$1.64K	0.01%	378
2025 Q2	$154K	Hold	979	–	–	0.01%	413
2025 Q1	$173K	Hold	979	–	–	0.01%	388
2024 Q4	$192K	Sell	979 -2	-0.2%	-$422	0.02%	373
2024 Q3	$232K	Buy	981 +460	+88%	+$109K	0.02%	331
2024 Q2	$128K	Sell	521 -736	-59%	-$167K	0.01%	394
2024 Q1	$318K	Buy	1,257 +215	+21%	+$50.2K	0.03%	274
2023 Q4	$241K	Buy	+1,042	New	+$214K	0.03%	297
2022 Q4	$204K	Buy	+997	New	+$202K	0.02%	309

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

Icon Wealth Advisors's IQV Position: Q1 2026 in Review

Icon Wealth Advisors sold out of IQVIA (IQV) in Q1 2026, closing a stake of 1,366 shares — an estimated $308K sold.

Icon Wealth Advisors first reported a position in IQV in Q4 2022 and held it in 10 quarters. The position peaked at $318K in Q1 2024. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Icon Wealth Advisors reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
Icon Wealth Advisors sold 1,366 IQVIA shares in Q1 2026, an estimated $308K.
Icon Wealth Advisors first reported a position in IQVIA in Q4 2022 and held it in 10 quarters.
Icon Wealth Advisors's IQVIA position peaked at $318K in Q1 2024.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.