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Larson Financial Group’s IQVIA IQV Stock Holding History

Larson Financial Group’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 		$147K Buy
760
+238
+46% +$41.5K ﹤0.01% 986
2026
Q1 		$89K Buy
522
+263
+102% +$51.3K ﹤0.01% 1048
2025
Q4 		$58.4K Buy
259
+38
+17% +$8.27K ﹤0.01% 1163
2025
Q3 		$42K Sell
221
-108
-33% -$19.6K ﹤0.01% 1236
2025
Q2 		$51.8K Buy
329
+54
+20% +$8.13K ﹤0.01% 1057
2025
Q1 		$48.5K Buy
275
+144
+110% +$27.9K ﹤0.01% 1036
2024
Q4 		$25.7K Sell
131
-300
-70% -$63.3K ﹤0.01% 1128
2024
Q3 		$102K Buy
431
+380
+745% +$89.7K 0.01% 725
2024
Q2 		$10.8K Hold
51
– – ﹤0.01% 1245
2024
Q1 		$12.9K Sell
51
-9
-15% -$2.1K ﹤0.01% 983
2023
Q4 		$13.9K Hold
60
– – ﹤0.01% 939
2023
Q3 		$11.8K Hold
60
– – ﹤0.01% 954
2023
Q2 		$13.5K Hold
60
– – ﹤0.01% 845
2023
Q1 		$11.9K Hold
60
– – ﹤0.01% 871
2022
Q4 		$12.3K Hold
60
– – ﹤0.01% 803
2022
Q3 		$11K Hold
60
– – ﹤0.01% 772
2022
Q2 		$13K Buy
+60
New +$13K ﹤0.01% 640

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

Larson Financial Group's IQV Position: Q2 2026 in Review

Larson Financial Group increased its IQVIA (IQV) stake by 46% in Q2 2026, buying an estimated $41.5K and bringing the position to 760 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Larson Financial Group first reported a position in IQV in Q2 2022 and has held it in 17 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Larson Financial Group held 760 shares of IQVIA worth $147K as of Q2 2026.
  • Larson Financial Group bought 238 IQVIA shares in Q2 2026, an estimated $41.5K.
  • IQVIA made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #986 holding.
  • Larson Financial Group first reported a position in IQVIA in Q2 2022 and has held it in 17 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.