JWM
IQV icon

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
Q2 		$21.4K Buy
111
+5
+5% +$872 ﹤0.01% 412
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 $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

JPL Wealth Management's IQV Position: Q2 2026 in Review

JPL Wealth Management increased its IQVIA (IQV) stake by 4.7% in Q2 2026, buying an estimated $872 and bringing the position to 111 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

JPL Wealth Management first reported a position in IQV in Q3 2025 and has held it in 3 quarters since. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • JPL Wealth Management held 111 shares of IQVIA worth $21.4K as of Q2 2026.
  • JPL Wealth Management bought 5 IQVIA shares in Q2 2026, an estimated $872.
  • IQVIA made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #412 holding.
  • JPL Wealth Management first reported a position in IQVIA in Q3 2025 and has held it in 3 quarters since.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.