MFG
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Merit Financial Group’s IQVIA IQV Stock Holding History

Merit Financial 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 		$2.84M Buy
14,695
+330
+2% +$57.5K 0.02% 606
2026
Q1 		$2.45M Sell
14,365
-3,105
-18% -$606K 0.02% 594
2025
Q4 		$3.94M Buy
17,470
+1,611
+10% +$351K 0.03% 422
2025
Q3 		$3.01M Buy
15,859
+623
+4% +$113K 0.03% 442
2025
Q2 		$2.4M Buy
15,236
+8,391
+123% +$1.26M 0.03% 458
2025
Q1 		$1.21M Buy
6,845
+2,552
+59% +$495K 0.02% 591
2024
Q4 		$844K Buy
4,293
+1,060
+33% +$224K 0.02% 549
2024
Q3 		$766K Sell
3,233
-1,320
-29% -$312K 0.02% 470
2024
Q2 		$963K Buy
4,553
+1,013
+29% +$230K 0.02% 422
2024
Q1 		$791K Buy
+3,540
New +$826K 0.02% 463

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

Merit Financial Group's IQV Position: Q2 2026 in Review

Merit Financial Group increased its IQVIA (IQV) stake by 2.3% in Q2 2026, buying an estimated $57.5K and bringing the position to 14,695 shares worth $2.84M. The position accounts for 0.02% of the portfolio, ranked #606.

Merit Financial Group first reported a position in IQV in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.94M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Merit Financial Group held 14,695 shares of IQVIA worth $2.84M as of Q2 2026.
  • Merit Financial Group bought 330 IQVIA shares in Q2 2026, an estimated $57.5K.
  • IQVIA made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #606 holding.
  • Merit Financial Group first reported a position in IQVIA in Q1 2024 and has held it in 10 quarters since.
  • Merit Financial Group's IQVIA position peaked at $3.94M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.