MGWM
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Marks Group Wealth Management’s IQVIA IQV Stock Holding History

Marks Group Wealth Management’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 		$4.27M Sell
22,096
-10,011
-31% -$1.75M 0.37% 64
2026
Q1 		$5.48M Sell
32,107
-8,888
-22% -$1.73M 0.53% 75
2025
Q4 		$9.24M Sell
40,995
-7,368
-15% -$1.6M 0.88% 22
2025
Q3 		$9.19M Sell
48,363
-2,801
-5% -$509K 0.85% 33
2025
Q2 		$8.06M Buy
51,164
+5,249
+11% +$790K 0.75% 69
2025
Q1 		$8.09M Buy
45,915
+11,449
+33% +$2.22M 0.78% 57
2024
Q4 		$6.77M Sell
34,466
-136
-0.4% -$28.7K 0.67% 69
2024
Q3 		$8.2M Buy
34,602
+678
+2% +$160K 0.78% 64
2024
Q2 		$7.17M Buy
33,924
+3,021
+10% +$686K 0.76% 63
2024
Q1 		$7.82M Buy
30,903
+96
+0.3% +$22.4K 0.82% 50
2023
Q4 		$7.13M Buy
30,807
+259
+0.8% +$53.2K 0.81% 53
2023
Q3 		$6.01M Buy
30,548
+211
+0.7% +$45.8K 0.74% 58
2023
Q2 		$6.82M Buy
30,337
+631
+2% +$127K 0.81% 49
2023
Q1 		$5.91M Buy
29,706
+353
+1% +$75.4K 0.75% 57
2022
Q4 		$6.01M Sell
29,353
-7,925
-21% -$1.61M 0.82% 52
2022
Q3 		$6.75M Buy
37,278
+709
+2% +$155K 1.03% 12
2022
Q2 		$7.93M Buy
36,569
+2,138
+6% +$464K 1.14% 8
2022
Q1 		$7.96M Buy
34,431
+2,728
+9% +$646K 1% 14
2021
Q4 		$8.95M Sell
31,703
-113
-0.4% -$29.3K 1.09% 12
2021
Q3 		$7.62M Buy
31,816
+6,707
+27% +$1.69M 1.03% 15
2021
Q2 		$6.1M Sell
25,109
-3,397
-12% -$784K 0.84% 27
2021
Q1 		$5.5M Sell
28,506
-909
-3% -$171K 0.82% 41
2020
Q4 		$5.27M Sell
29,415
-74
-0.3% -$12.5K 0.82% 41
2020
Q3 		$4.65M Buy
29,489
+46
+0.2% +$7.21K 0.84% 42
2020
Q2 		$4.19M Sell
29,443
-15,836
-35% -$2.15M 0.85% 48
2020
Q1 		$4.91M Buy
45,279
+6,308
+16% +$901K 1.27% 7
2019
Q4 		$6.02M Buy
+38,971
New +$5.69M 1.18% 5

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

Marks Group Wealth Management's IQV Position: Q2 2026 in Review

Marks Group Wealth Management reduced its IQVIA (IQV) stake by 31% in Q2 2026, selling an estimated $1.75M and leaving 22,096 shares worth $4.27M. The position accounts for 0.37% of the portfolio, ranked #64.

Marks Group Wealth Management first reported a position in IQV in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.24M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Marks Group Wealth Management held 22,096 shares of IQVIA worth $4.27M as of Q2 2026.
  • Marks Group Wealth Management sold 10,011 IQVIA shares in Q2 2026, an estimated $1.75M.
  • IQVIA made up 0.37% of Marks Group Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Marks Group Wealth Management first reported a position in IQVIA in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's IQVIA position peaked at $9.24M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

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