Moran Wealth Management
IQV icon

Moran Wealth Management’s IQVIA IQV Stock Holding History

Moran 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
Q3 		$20.3M Sell
75,688
-258
-0.3% -$62.3K 0.56% 42
2026
Q2 		$14.7M Sell
75,946
-4,488
-6% -$783K 0.4% 72
2026
Q1 		$13.7M Buy
80,434
+40,217
+100% +$7.85M 0.42% 75
2025
Q4 		$9.07M Sell
40,217
-1,581
-4% -$344K 0.28% 113
2025
Q3 		$7.94M Buy
+41,798
New +$7.6M 0.24% 122
2024
Q2 		– Sell
-68,330
Closed -$17.3M – 413
2024
Q1 		$17.3M Sell
68,330
-331
-0.5% -$77.3K 0.56% 55
2023
Q4 		$15.9M Sell
68,661
-2,033
-3% -$417K 0.57% 55
2023
Q3 		$13.9M Sell
70,694
-160
-0.2% -$34.7K 0.54% 68
2023
Q2 		$15.9M Sell
70,854
-374
-0.5% -$75.1K 0.6% 61
2023
Q1 		$14.2M Buy
71,228
+7,572
+12% +$1.62M 0.54% 72
2022
Q4 		$13M Buy
+63,656
New +$12.9M 0.5% 69

Other funds holding IQV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Moran Wealth Management's IQV Position: Q3 2026 in Review

Moran Wealth Management reduced its IQVIA (IQV) stake by 0.34% in Q3 2026, selling an estimated $62.3K and leaving 75,688 shares worth $20.3M. The position accounts for 0.56% of the portfolio, ranked #42.

Moran Wealth Management first reported a position in IQV in Q4 2022 and has held it in 11 quarters since. 1,016 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Moran Wealth Management held 75,688 shares of IQVIA worth $20.3M as of Q3 2026.
  • Moran Wealth Management sold 258 IQVIA shares in Q3 2026, an estimated $62.3K.
  • IQVIA made up 0.56% of Moran Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Moran Wealth Management first reported a position in IQVIA in Q4 2022 and has held it in 11 quarters since.
  • 1,016 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.