MBL Wealth
IQV icon

MBL Wealth’s IQVIA IQV Stock Holding History

MBL 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
Q3 		$348K Buy
+1,295
New +$313K 0.02% 420

Other funds holding IQV

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

MBL Wealth's IQV Position: Q3 2026 in Review

MBL Wealth opened a new position in IQVIA (IQV) in Q3 2026: 1,295 shares worth $348K. The stake represents 0.02% of the portfolio and ranks #420 among its holdings.

943 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • MBL Wealth held 1,295 shares of IQVIA worth $348K as of Q3 2026.
  • IQVIA was a new MBL Wealth position in Q3 2026.
  • IQVIA made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #420 holding.
  • 943 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.