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Mather Group’s IQVIA IQV Stock Holding History

Mather Group’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 		$171K Buy
885
+56
+7% +$9.77K ﹤0.01% 806
2026
Q1 		$141K Buy
+829
New +$162K ﹤0.01% 816
2025
Q4 		– Sell
-123
Closed -$23.4K – 1136
2025
Q3 		$23.4K Buy
+123
New +$22.4K ﹤0.01% 1082
2025
Q2 		– Sell
-769
Closed -$136K – 1156
2025
Q1 		$136K Buy
769
+350
+84% +$67.9K ﹤0.01% 689
2024
Q4 		$82.3K Sell
419
-152
-27% -$32.1K ﹤0.01% 774
2024
Q3 		$135K Sell
571
-25
-4% -$5.9K ﹤0.01% 674
2024
Q2 		$151K Buy
596
+62
+12% +$14.1K ﹤0.01% 687
2024
Q1 		$124K Buy
+534
New +$125K ﹤0.01% 651

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

Mather Group's IQV Position: Q2 2026 in Review

Mather Group increased its IQVIA (IQV) stake by 6.8% in Q2 2026, buying an estimated $9.77K and bringing the position to 885 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Mather Group first reported a position in IQV in Q1 2024 and has held it in 8 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Mather Group held 885 shares of IQVIA worth $171K as of Q2 2026.
  • Mather Group bought 56 IQVIA shares in Q2 2026, an estimated $9.77K.
  • IQVIA made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #806 holding.
  • Mather Group first reported a position in IQVIA in Q1 2024 and has held it in 8 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.