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Jackson Thornton Wealth Management’s IQVIA IQV Stock Holding History

Jackson Thornton 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 		$211K Buy
+1,092
New +$190K 0.02% 385
2026
Q1 		– Sell
-1,984
Closed -$477K – 311
2025
Q4 		$477K Buy
1,984
+275
+16% +$59.8K 0.05% 117
2025
Q3 		$343K Buy
+1,709
New +$311K 0.03% 157

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

Jackson Thornton Wealth Management's IQV Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in IQVIA (IQV) in Q2 2026: 1,092 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #385 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in IQV as recently as Q4 2025.

Jackson Thornton Wealth Management first reported a position in IQV in Q3 2025 and has held it in 3 quarters since. The position peaked at $477K in Q4 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Jackson Thornton Wealth Management held 1,092 shares of IQVIA worth $211K as of Q2 2026.
  • IQVIA was a new Jackson Thornton Wealth Management position in Q2 2026.
  • IQVIA made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #385 holding.
  • Jackson Thornton Wealth Management first reported a position in IQVIA in Q3 2025 and has held it in 3 quarters since.
  • Jackson Thornton Wealth Management's IQVIA position peaked at $477K in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.