Johnson Financial Group Inc (Wisconsin)’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$52.2K Sell
304
-54
-15% -$9.42K ﹤0.01% 470
2026
Q1
$49K Sell
358
-220
-38% -$42.9K ﹤0.01% 482
2025
Q4
$67.2K Buy
578
+302
+109% +$65.7K ﹤0.01% 470
2025
Q3
$52.4K Buy
+276
New +$50.2K ﹤0.01% 593
2025
Q2
Sell
-486
Closed -$85.7K 807
2025
Q1
$85.7K Buy
486
+433
+817% +$84K ﹤0.01% 513
2024
Q4
$10.7K Sell
53
-560
-91% -$118K ﹤0.01% 644
2024
Q3
$145K Buy
613
+150
+32% +$35.4K 0.01% 396
2024
Q2
$97.9K Sell
463
-2
-0.4% -$454 ﹤0.01% 377
2024
Q1
$118K Sell
465
-768
-62% -$179K 0.01% 344
2023
Q4
$285K Buy
1,233
+1,097
+807% +$225K 0.02% 256
2023
Q3
$26.8K Sell
136
-36
-21% -$7.82K ﹤0.01% 455
2023
Q2
$38.7K Buy
172
+36
+26% +$7.23K ﹤0.01% 430
2023
Q1
$27K Buy
136
+95
+232% +$20.3K ﹤0.01% 456
2022
Q4
$8.4K Sell
41
-73
-64% -$14.8K ﹤0.01% 506
2022
Q3
$21K Buy
114
+42
+58% +$9.2K ﹤0.01% 433
2022
Q2
$16K Buy
72
+12
+20% +$2.61K ﹤0.01% 491
2022
Q1
$14K Sell
60
-60
-50% -$14.2K ﹤0.01% 553
2021
Q4
$34K Buy
+120
New +$31.1K ﹤0.01% 508
2019
Q3
Sell
-145
Closed -$23K 578
2019
Q2
$23K Buy
+145
New +$20.3K ﹤0.01% 393
2017
Q4
Sell
-4,791
Closed -$456K 606
2017
Q3
$456K Buy
+4,791
New +$444K 0.06% 167
2017
Q2
Sell
-969
Closed -$78K 601
2017
Q1
$78K Sell
969
-18
-2% -$1.41K 0.01% 347
2016
Q4
$75K Hold
987
0.01% 356
2016
Q3
$80K Hold
987
0.01% 352
2016
Q2
$64K Sell
987
-268
-21% -$18K 0.01% 414
2016
Q1
$82K Sell
1,255
-900
-42% -$56.9K 0.02% 328
2015
Q4
$148K Buy
2,155
+912
+73% +$62.3K 0.03% 274
2015
Q3
$86K Buy
1,243
+943
+314% +$70.6K 0.02% 362
2015
Q2
$22K Buy
+300
New +$20.6K ﹤0.01% 592

Other funds holding IQV

Johnson Financial Group Inc (Wisconsin)'s IQV Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its IQVIA (IQV) stake by 15% in Q2 2026, selling an estimated $9.42K and leaving 304 shares worth $52.2K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Johnson Financial Group Inc (Wisconsin) first reported a position in IQV in Q2 2015 and has held it in 28 quarters since. The position peaked at $456K in Q3 2017. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 304 shares of IQVIA worth $52.2K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 54 IQVIA shares in Q2 2026, an estimated $9.42K.
  • IQVIA made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #470 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in IQVIA in Q2 2015 and has held it in 28 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s IQVIA position peaked at $456K in Q3 2017.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.