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Integrated Wealth Concepts’s IQVIA IQV Stock Holding History

Integrated Wealth Concepts’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 		$864K Sell
5,069
-279
-5% -$54.4K 0.01% 1203
2025
Q4 		$1.21M Buy
5,348
+256
+5% +$55.7K 0.01% 693
2025
Q3 		$967K Buy
5,092
+329
+7% +$59.8K 0.01% 1000
2025
Q2 		$751K Buy
4,763
+2,637
+124% +$397K 0.01% 1063
2025
Q1 		$375K Sell
2,126
-635
-23% -$123K ﹤0.01% 1285
2024
Q4 		$543K Buy
2,761
+566
+26% +$119K 0.01% 1090
2024
Q3 		$520K Buy
2,195
+24
+1% +$5.67K 0.01% 1062
2024
Q2 		$459K Sell
2,171
-9
-0.4% -$2.04K 0.01% 1086
2024
Q1 		$551K Buy
2,180
+14
+0.6% +$3.27K 0.01% 1014
2023
Q4 		$501K Sell
2,166
-306
-12% -$62.8K 0.01% 1003
2023
Q3 		$486K Buy
2,472
+42
+2% +$9.12K 0.01% 990
2023
Q2 		$546K Sell
2,430
-53
-2% -$10.6K 0.01% 949
2023
Q1 		$494K Buy
2,483
+94
+4% +$20.1K 0.01% 859
2022
Q4 		$489K Sell
2,389
-111
-4% -$22.5K 0.01% 664
2022
Q3 		$453K Sell
2,500
-179
-7% -$39.2K 0.01% 618
2022
Q2 		$581K Sell
2,679
-66
-2% -$14.3K 0.02% 562
2022
Q1 		$635K Buy
2,745
+20
+0.7% +$4.74K 0.02% 517
2021
Q4 		$769K Sell
2,725
-5
-0.2% -$1.3K 0.02% 500
2021
Q3 		$654K Buy
+2,730
New +$689K 0.02% 513

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

Integrated Wealth Concepts's IQV Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its IQVIA (IQV) stake by 5.2% in Q1 2026, selling an estimated $54.4K and leaving 5,069 shares worth $864K. The position accounts for 0.01% of the portfolio, ranked #1203.

Integrated Wealth Concepts first reported a position in IQV in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Integrated Wealth Concepts held 5,069 shares of IQVIA worth $864K as of Q1 2026.
  • Integrated Wealth Concepts sold 279 IQVIA shares in Q1 2026, an estimated $54.4K.
  • IQVIA made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1203 holding.
  • Integrated Wealth Concepts first reported a position in IQVIA in Q3 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's IQVIA position peaked at $1.21M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.