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Meridian Wealth Management’s IQVIA IQV Stock Holding History

Meridian 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 		$259K Sell
1,343
-284
-17% -$49.5K 0.01% 716
2026
Q1 		$277K Buy
1,627
+1
+0.1% +$195 0.01% 661
2025
Q4 		$367K Sell
1,626
-503
-24% -$109K 0.01% 571
2025
Q3 		$404K Buy
2,129
+10
+0.5% +$1.82K 0.02% 527
2025
Q2 		$334K Sell
2,119
-51
-2% -$7.68K 0.01% 537
2025
Q1 		$383K Sell
2,170
-9
-0.4% -$1.75K 0.02% 474
2024
Q4 		$428K Sell
2,179
-1
-0% -$211 0.02% 443
2024
Q3 		$517K Sell
2,180
-1
-0% -$236 0.03% 400
2024
Q2 		$461K Buy
+2,181
New +$495K 0.06% 183
2024
Q1 		– Sell
-2,447
Closed -$566K – 347
2023
Q4 		$566K Buy
2,447
+13
+0.5% +$2.67K 0.04% 360
2023
Q3 		$479K Sell
2,434
-40
-2% -$8.69K 0.03% 376
2023
Q2 		$556K Sell
2,474
-4
-0.2% -$803 0.05% 306
2023
Q1 		$493K Buy
2,478
+290
+13% +$62K 0.04% 320
2022
Q4 		$448K Buy
2,188
+10
+0.5% +$2.03K 0.04% 327
2022
Q3 		$395K Sell
2,178
-3
-0.1% -$657 0.04% 316
2022
Q2 		$473K Buy
2,181
+70
+3% +$15.2K 0.04% 361
2022
Q1 		$488K Hold
2,111
– – 0.05% 246
2021
Q4 		$596K Hold
2,111
– – 0.06% 220
2021
Q3 		$506K Sell
2,111
-2
-0.1% -$505 0.06% 224
2021
Q2 		$512K Buy
2,113
+205
+11% +$47.3K 0.07% 223
2021
Q1 		$369K Buy
1,908
+567
+42% +$106K 0.05% 254
2020
Q4 		$240K Buy
+1,341
New +$226K 0.04% 288
2019
Q3 		– Sell
-1,250
Closed -$201K – 331
2019
Q2 		$201K Buy
+1,250
New +$175K 0.08% 203

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

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

Meridian Wealth Management reduced its IQVIA (IQV) stake by 17% in Q2 2026, selling an estimated $49.5K and leaving 1,343 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #716.

Meridian Wealth Management first reported a position in IQV in Q2 2019 and has held it in 23 quarters since. The position peaked at $596K in Q4 2021. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Meridian Wealth Management held 1,343 shares of IQVIA worth $259K as of Q2 2026.
  • Meridian Wealth Management sold 284 IQVIA shares in Q2 2026, an estimated $49.5K.
  • IQVIA made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #716 holding.
  • Meridian Wealth Management first reported a position in IQVIA in Q2 2019 and has held it in 23 quarters since.
  • Meridian Wealth Management's IQVIA position peaked at $596K in Q4 2021.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.