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Legacy Wealth Management (Mississippi)’s IQVIA IQV Stock Holding History

Legacy Wealth Management (Mississippi)’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 		$1.5M Sell
7,752
-8,935
-54% -$1.56M 0.38% 40
2026
Q1 		$2.85M Sell
16,687
-3,953
-19% -$771K 0.81% 28
2025
Q4 		$4.65M Buy
20,640
+1,545
+8% +$336K 1.24% 16
2025
Q3 		$3.63M Sell
19,095
-3,144
-14% -$572K 1.09% 16
2025
Q2 		$3.5M Buy
22,239
+2,812
+14% +$423K 1.07% 24
2025
Q1 		$3.42M Buy
+19,427
New +$3.77M 1.12% 21

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

Legacy Wealth Management (Mississippi)'s IQV Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its IQVIA (IQV) stake by 54% in Q2 2026, selling an estimated $1.56M and leaving 7,752 shares worth $1.5M. The position accounts for 0.38% of the portfolio, ranked #40.

Legacy Wealth Management (Mississippi) first reported a position in IQV in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.65M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 7,752 shares of IQVIA worth $1.5M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 8,935 IQVIA shares in Q2 2026, an estimated $1.56M.
  • IQVIA made up 0.38% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #40 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in IQVIA in Q1 2025 and has held it in 6 quarters since.
  • Legacy Wealth Management (Mississippi)'s IQVIA position peaked at $4.65M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.