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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
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

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

Maia Wealth's IQV Position: Q2 2026 in Review

Maia Wealth reduced its IQVIA (IQV) stake by 31% in Q2 2026, selling an estimated $504K and leaving 6,564 shares worth $1.27M. The position accounts for 0.19% of the portfolio, ranked #137.

Maia Wealth first reported a position in IQV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.03M in Q4 2024. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Maia Wealth held 6,564 shares of IQVIA worth $1.27M as of Q2 2026.
  • Maia Wealth sold 2,889 IQVIA shares in Q2 2026, an estimated $504K.
  • IQVIA made up 0.19% of Maia Wealth's portfolio in Q2 2026, its #137 holding.
  • Maia Wealth first reported a position in IQVIA in Q4 2023 and has held it in 10 quarters since.
  • Maia Wealth's IQVIA position peaked at $3.03M in Q4 2024.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.