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Modera Wealth Management’s IQVIA IQV Stock Holding History

Modera 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 		$3.3M Buy
17,085
+573
+3% +$99.9K 0.04% 226
2026
Q1 		$2.82M Sell
16,512
-650
-4% -$127K 0.03% 224
2025
Q4 		$3.87M Buy
17,162
+2,848
+20% +$620K 0.04% 210
2025
Q3 		$2.72M Buy
14,314
+4,242
+42% +$771K 0.03% 233
2025
Q2 		$1.59M Buy
+10,072
New +$1.52M 0.02% 285

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Modera Wealth Management increased its IQVIA (IQV) stake by 3.5% in Q2 2026, buying an estimated $99.9K and bringing the position to 17,085 shares worth $3.3M. The position accounts for 0.04% of the portfolio, ranked #226.

Modera Wealth Management first reported a position in IQV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.87M in Q4 2025. 578 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Modera Wealth Management held 17,085 shares of IQVIA worth $3.3M as of Q2 2026.
  • Modera Wealth Management bought 573 IQVIA shares in Q2 2026, an estimated $99.9K.
  • IQVIA made up 0.04% of Modera Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Modera Wealth Management first reported a position in IQVIA in Q2 2025 and has held it in 5 quarters since.
  • Modera Wealth Management's IQVIA position peaked at $3.87M in Q4 2025.
  • 578 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.