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 Q3	$130K	Buy	+483	New	+$117K	0.06%	150
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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Meriwether Wealth & Planning's IQV Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in IQVIA (IQV) in Q3 2026: 483 shares worth $130K. The stake represents 0.06% of the portfolio and ranks #150 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in IQV as recently as Q1 2026.

Meriwether Wealth & Planning first reported a position in IQV in Q4 2024 and has held it in 5 quarters since. The position peaked at $505K in Q4 2024. 257 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

Meriwether Wealth & Planning held 483 shares of IQVIA worth $130K as of Q3 2026.
IQVIA was a new Meriwether Wealth & Planning position in Q3 2026.
IQVIA made up 0.06% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #150 holding.
Meriwether Wealth & Planning first reported a position in IQVIA in Q4 2024 and has held it in 5 quarters since.
Meriwether Wealth & Planning's IQVIA position peaked at $505K in Q4 2024.
257 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.