MAM
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Marquette Asset Management’s IQVIA IQV Stock Holding History

Marquette Asset 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
Q3 		$3.5K Hold
13
– – ﹤0.01% 427
2026
Q2 		$2.51K Buy
13
+3
+30% +$523 ﹤0.01% 550
2026
Q1 		$1.71K Hold
10
– – ﹤0.01% 582
2025
Q4 		$2.25K Hold
10
– – ﹤0.01% 464
2025
Q3 		$1.9K Buy
+10
New +$1.82K ﹤0.01% 555
2022
Q3 		– Sell
-2
Closed – – 308
2022
Q2 		$0 Hold
2
– – ﹤0.01% 363
2022
Q1 		$0 Buy
+2
New +$474 ﹤0.01% 373

Other funds holding IQV

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Marquette Asset Management's IQV Position: Q3 2026 in Review

Marquette Asset Management held its IQVIA (IQV) position steady in Q3 2026 at 13 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Marquette Asset Management first reported a position in IQV in Q1 2022 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Marquette Asset Management held 13 shares of IQVIA worth $3.5K as of Q3 2026.
  • Marquette Asset Management left its IQVIA share count unchanged in Q3 2026.
  • IQVIA made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #427 holding.
  • Marquette Asset Management first reported a position in IQVIA in Q1 2022 and has held it in 7 quarters since.
  • 39 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.