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J. Safra Asset Management’s IQVIA IQV Stock Holding History

J. Safra Asset 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 		$636K Sell
3,292
-426
-11% -$74.3K 0.03% 158
2026
Q1 		$634K Buy
3,718
+321
+9% +$62.6K 0.03% 144
2025
Q4 		$766K Buy
3,397
+1,306
+62% +$284K 0.04% 125
2025
Q3 		$397K Buy
2,091
+1,841
+736% +$335K 0.02% 129
2025
Q2 		$39.4K Buy
250
+169
+209% +$25.4K ﹤0.01% 219
2025
Q1 		$14.3K Sell
81
-89
-52% -$17.3K ﹤0.01% 265
2024
Q4 		$33.6K Sell
170
-5
-3% -$1.05K ﹤0.01% 213
2024
Q3 		$41.1K Buy
175
+5
+3% +$1.18K ﹤0.01% 167
2024
Q2 		$35.9K Sell
170
-481
-74% -$109K ﹤0.01% 159
2024
Q1 		$165K Sell
651
-23
-3% -$5.37K 0.02% 52
2023
Q4 		$156K Buy
674
+45
+7% +$9.24K 0.02% 48
2023
Q3 		$124K Sell
629
-139
-18% -$30.2K 0.02% 60
2023
Q2 		$173K Buy
768
+96
+14% +$19.3K 0.02% 51
2023
Q1 		$134K Buy
+672
New +$144K 0.02% 63

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

J. Safra Asset Management's IQV Position: Q2 2026 in Review

J. Safra Asset Management reduced its IQVIA (IQV) stake by 11% in Q2 2026, selling an estimated $74.3K and leaving 3,292 shares worth $636K. The position accounts for 0.03% of the portfolio, ranked #158.

J. Safra Asset Management first reported a position in IQV in Q1 2023 and has held it in 14 quarters since. The position peaked at $766K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • J. Safra Asset Management held 3,292 shares of IQVIA worth $636K as of Q2 2026.
  • J. Safra Asset Management sold 426 IQVIA shares in Q2 2026, an estimated $74.3K.
  • IQVIA made up 0.03% of J. Safra Asset Management's portfolio in Q2 2026, its #158 holding.
  • J. Safra Asset Management first reported a position in IQVIA in Q1 2023 and has held it in 14 quarters since.
  • J. Safra Asset Management's IQVIA position peaked at $766K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.