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Meriwether Wealth & Planning’s IQVIA IQV Stock Holding History

Meriwether Wealth & Planning’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 		– Sell
-1,239
Closed -$211K – 126
2026
Q1 		$211K Buy
+1,239
New +$242K 0.12% 118
2025
Q3 		– Sell
-1,664
Closed -$262K – 129
2025
Q2 		$262K Sell
1,664
-908
-35% -$137K 0.16% 98
2025
Q1 		$453K Buy
2,572
+4
+0.2% +$776 0.3% 66
2024
Q4 		$505K Buy
+2,568
New +$542K 0.36% 56

Other funds holding IQV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Meriwether Wealth & Planning's IQV Position: Q2 2026 in Review

Meriwether Wealth & Planning sold out of IQVIA (IQV) in Q2 2026, closing a stake of 1,239 shares — an estimated $211K sold.

Meriwether Wealth & Planning first reported a position in IQV in Q4 2024 and held it in 4 quarters. The position peaked at $505K in Q4 2024. 128 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Meriwether Wealth & Planning reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 1,239 IQVIA shares in Q2 2026, an estimated $211K.
  • Meriwether Wealth & Planning first reported a position in IQVIA in Q4 2024 and held it in 4 quarters.
  • Meriwether Wealth & Planning's IQVIA position peaked at $505K in Q4 2024.
  • 128 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.