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 Q3	$989K	Sell	3,678 -2,886	-44%	-$697K	0.14%	152
2026 Q2	$1.27M	Sell	6,564 -2,889	-31%	-$504K	0.19%	137
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Maia Wealth's IQV Position: Q3 2026 in Review

Maia Wealth reduced its IQVIA (IQV) stake by 44% in Q3 2026, selling an estimated $697K and leaving 3,678 shares worth $989K. The position accounts for 0.14% of the portfolio, ranked #152.

Maia Wealth first reported a position in IQV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.03M in Q4 2024. 607 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

Maia Wealth held 3,678 shares of IQVIA worth $989K as of Q3 2026.
Maia Wealth sold 2,886 IQVIA shares in Q3 2026, an estimated $697K.
IQVIA made up 0.14% of Maia Wealth's portfolio in Q3 2026, its #152 holding.
Maia Wealth first reported a position in IQVIA in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's IQVIA position peaked at $3.03M in Q4 2024.
607 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.