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Maia Wealth’s IQVIA IQV Stock Holding History

Maia Wealth’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 		$1.61M Sell
9,453
-2,754
-23% -$537K 0.27% 109
2025
Q4 		$2.06M Buy
12,207
+750
+7% +$163K 0.35% 83
2025
Q3 		$2.44M Sell
11,457
-1,067
-9% -$194K 0.41% 68
2025
Q2 		$1.97M Sell
12,524
-1,749
-12% -$263K 0.38% 72
2025
Q1 		$2.15M Sell
14,273
-366
-3% -$71K 0.49% 53
2024
Q4 		$3.03M Buy
14,639
+1,872
+15% +$395K 0.65% 38
2024
Q3 		$2.7M Buy
12,767
+1,213
+10% +$286K 0.67% 38
2024
Q2 		$2.61M Buy
+11,554
New +$2.62M 0.79% 31
2023
Q4 		$1.98M Buy
+8,548
New +$1.76M 0.8% 33

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

Maia Wealth's IQV Position: Q1 2026 in Review

Maia Wealth reduced its IQVIA (IQV) stake by 23% in Q1 2026, selling an estimated $537K and leaving 9,453 shares worth $1.61M. The position accounts for 0.27% of the portfolio, ranked #109.

Maia Wealth first reported a position in IQV in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.03M in Q4 2024. 1,067 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Maia Wealth held 9,453 shares of IQVIA worth $1.61M as of Q1 2026.
  • Maia Wealth sold 2,754 IQVIA shares in Q1 2026, an estimated $537K.
  • IQVIA made up 0.27% of Maia Wealth's portfolio in Q1 2026, its #109 holding.
  • Maia Wealth first reported a position in IQVIA in Q4 2023 and has held it in 9 quarters since.
  • Maia Wealth's IQVIA position peaked at $3.03M in Q4 2024.
  • 1,067 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

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