Mascoma Wealth Management’s IQVIA IQV Stock Holding History

Mascoma 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	–	Sell	-10	Closed	-$1.71K	–	620
2026 Q1	$1.71K	Buy	10 +6	+150%	+$1.17K	﹤0.01%	447
2025 Q4	$902	Buy	+4	New	+$870	﹤0.01%	471

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mascoma Wealth Management's IQV Position: Q2 2026 in Review

Mascoma Wealth Management sold out of IQVIA (IQV) in Q2 2026, closing a stake of 10 shares — an estimated $1.71K sold.

Mascoma Wealth Management first reported a position in IQV in Q4 2025 and held it in 2 quarters. The position peaked at $1.71K in Q1 2026. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Mascoma Wealth Management reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
Mascoma Wealth Management sold 10 IQVIA shares in Q2 2026, an estimated $1.71K.
Mascoma Wealth Management first reported a position in IQVIA in Q4 2025 and held it in 2 quarters.
Mascoma Wealth Management's IQVIA position peaked at $1.71K in Q1 2026.
1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.