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JPL Wealth Management’s IQVIA IQV Stock Holding History

JPL 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
Q1 		$18.1K Buy
+106
New +$20.7K ﹤0.01% 412
2025
Q4 		– Sell
-19
Closed -$3.61K – 609
2025
Q3 		$3.61K Buy
+19
New +$3.46K ﹤0.01% 726

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

JPL Wealth Management's IQV Position: Q1 2026 in Review

JPL Wealth Management opened a new position in IQVIA (IQV) in Q1 2026: 106 shares worth $18.1K. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in IQV as recently as Q3 2025.

JPL Wealth Management first reported a position in IQV in Q3 2025 and has held it in 2 quarters since. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • JPL Wealth Management held 106 shares of IQVIA worth $18.1K as of Q1 2026.
  • IQVIA was a new JPL Wealth Management position in Q1 2026.
  • IQVIA made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #412 holding.
  • JPL Wealth Management first reported a position in IQVIA in Q3 2025 and has held it in 2 quarters since.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.