Modern Wealth Management’s IQVIA IQV Stock Holding History

Modern 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 Q1	–	Sell	-1,083	Closed	-$244K	–	921
2025 Q4	$244K	Buy	+1,083	New	+$236K	﹤0.01%	748
2025 Q1	–	Sell	-1,236	Closed	-$243K	–	689
2024 Q4	$243K	Sell	1,236 -169	-12%	-$35.6K	0.01%	508
2024 Q3	$333K	Buy	1,405 +41	+3%	+$9.68K	0.02%	325
2024 Q2	$288K	Sell	1,364 -27	-2%	-$6.13K	0.02%	318
2024 Q1	$352K	Buy	+1,391	New	+$325K	0.03%	219

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Modern Wealth Management's IQV Position: Q1 2026 in Review

Modern Wealth Management sold out of IQVIA (IQV) in Q1 2026, closing a stake of 1,083 shares — an estimated $244K sold.

Modern Wealth Management first reported a position in IQV in Q1 2024 and held it in 5 quarters. The position peaked at $352K in Q1 2024. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Modern Wealth Management reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 1,083 IQVIA shares in Q1 2026, an estimated $244K.
Modern Wealth Management first reported a position in IQVIA in Q1 2024 and held it in 5 quarters.
Modern Wealth Management's IQVIA position peaked at $352K in Q1 2024.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.