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Measured Wealth Private Client Group’s IQVIA IQV Stock Holding History

Measured Wealth Private Client 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 		$30.5K Hold
158
– – 0.01% 409
2026
Q1 		$26.9K Hold
158
– – 0.01% 403
2025
Q4 		$35.6K Hold
158
– – 0.01% 359
2025
Q3 		$30K Buy
+158
New +$28.7K 0.01% 389

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

Measured Wealth Private Client Group's IQV Position: Q2 2026 in Review

Measured Wealth Private Client Group held its IQVIA (IQV) position steady in Q2 2026 at 158 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #409.

Measured Wealth Private Client Group first reported a position in IQV in Q3 2025 and has held it in 4 quarters since. The position peaked at $35.6K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Measured Wealth Private Client Group held 158 shares of IQVIA worth $30.5K as of Q2 2026.
  • Measured Wealth Private Client Group left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #409 holding.
  • Measured Wealth Private Client Group first reported a position in IQVIA in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's IQVIA position peaked at $35.6K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.