LPL Financial
IQV icon

LPL Financial’s IQVIA IQV Stock Holding History

LPL Financial’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 		$26.9M Sell
139,383
-2,971
-2% -$518K 0.01% 1385
2026
Q1 		$24.3M Buy
142,354
+6,883
+5% +$1.34M 0.01% 1334
2025
Q4 		$30.5M Buy
135,471
+12,317
+10% +$2.68M 0.01% 1137
2025
Q3 		$23.4M Buy
123,154
+3,190
+3% +$580K 0.01% 1260
2025
Q2 		$18.9M Buy
119,964
+17,843
+17% +$2.69M 0.01% 1296
2025
Q1 		$18M Buy
102,121
+5,615
+6% +$1.09M 0.01% 1212
2024
Q4 		$19M Buy
96,506
+1,311
+1% +$276K 0.01% 1122
2024
Q3 		$22.6M Buy
95,195
+6,114
+7% +$1.44M 0.01% 990
2024
Q2 		$18.8M Buy
89,081
+2,693
+3% +$612K 0.01% 994
2024
Q1 		$21.8M Buy
86,388
+1,379
+2% +$322K 0.01% 908
2023
Q4 		$19.7M Buy
85,009
+2,919
+4% +$599K 0.01% 891
2023
Q3 		$16.2M Sell
82,090
-1,401
-2% -$304K 0.01% 896
2023
Q2 		$18.8M Buy
83,491
+3,025
+4% +$607K 0.01% 822
2023
Q1 		$16M Sell
80,466
-2,111
-3% -$451K 0.01% 859
2022
Q4 		$16.9M Buy
82,577
+1,871
+2% +$379K 0.01% 777
2022
Q3 		$14.6M Buy
80,706
+147
+0.2% +$32.2K 0.01% 777
2022
Q2 		$17.5M Buy
80,559
+5,084
+7% +$1.1M 0.02% 695
2022
Q1 		$17.5M Buy
75,475
+5,883
+8% +$1.39M 0.02% 730
2021
Q4 		$19.6M Buy
69,592
+2,051
+3% +$532K 0.02% 677
2021
Q3 		$16.2M Buy
67,541
+10,792
+19% +$2.72M 0.02% 716
2021
Q2 		$13.8M Buy
56,749
+1,746
+3% +$403K 0.01% 749
2021
Q1 		$10.6M Buy
55,003
+6,191
+13% +$1.16M 0.01% 804
2020
Q4 		$8.75M Buy
48,812
+11,164
+30% +$1.88M 0.01% 809
2020
Q3 		$5.93M Buy
37,648
+1,995
+6% +$313K 0.01% 872
2020
Q2 		$5.06M Sell
35,653
-2,503
-7% -$339K 0.01% 874
2020
Q1 		$4.12M Buy
38,156
+3,793
+11% +$542K 0.01% 827
2019
Q4 		$5.31M Buy
34,363
+14,363
+72% +$2.1M 0.01% 818
2019
Q3 		$2.99M Buy
20,000
+3,073
+18% +$478K 0.01% 1020
2019
Q2 		$2.72M Buy
16,927
+763
+5% +$107K 0.01% 1081
2019
Q1 		$2.33M Buy
16,164
+1,721
+12% +$229K 0.01% 1115
2018
Q4 		$1.68M Sell
14,443
-5,384
-27% -$652K ﹤0.01% 1171
2018
Q3 		$2.57M Buy
19,827
+10,655
+116% +$1.28M 0.01% 1020
2018
Q2 		$916K Sell
9,172
-1,312
-13% -$131K ﹤0.01% 1683
2018
Q1 		$1.03M Buy
10,484
+1,118
+12% +$113K ﹤0.01% 1581
2017
Q4 		$917K Buy
9,366
+449
+5% +$45.7K ﹤0.01% 1581
2017
Q3 		$855K Buy
8,917
+2,205
+33% +$204K ﹤0.01% 1548
2017
Q2 		$599K Buy
+6,712
New +$567K ﹤0.01% 1741
2015
Q4 		– Sell
-3,344
Closed -$236K – 3208
2015
Q3 		$236K Buy
3,344
+109
+3% +$8.16K ﹤0.01% 2396
2015
Q2 		$235K Sell
3,235
-583
-15% -$40K ﹤0.01% 2505
2015
Q1 		$259K Sell
3,818
-87
-2% -$5.49K ﹤0.01% 2360
2014
Q4 		$230K Sell
3,905
-159
-4% -$9.07K ﹤0.01% 2388
2014
Q3 		$222K Sell
4,064
-32
-0.8% -$1.79K ﹤0.01% 2372
2014
Q2 		$218K Sell
4,096
-10,394
-72% -$525K ﹤0.01% 2421
2014
Q1 		$736K Buy
+14,490
New +$730K ﹤0.01% 1457

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial's IQV Position: Q2 2026 in Review

LPL Financial reduced its IQVIA (IQV) stake by 2.1% in Q2 2026, selling an estimated $518K and leaving 139,383 shares worth $26.9M. The position accounts for 0.01% of the portfolio, ranked #1385.

LPL Financial first reported a position in IQV in Q1 2014 and has held it in 44 quarters since. The position peaked at $30.5M in Q4 2025. 578 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • LPL Financial held 139,383 shares of IQVIA worth $26.9M as of Q2 2026.
  • LPL Financial sold 2,971 IQVIA shares in Q2 2026, an estimated $518K.
  • IQVIA made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1385 holding.
  • LPL Financial first reported a position in IQVIA in Q1 2014 and has held it in 44 quarters since.
  • LPL Financial's IQVIA position peaked at $30.5M in Q4 2025.
  • 578 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.