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 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 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

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

Moran Wealth Management increased its IQVIA (IQV) stake by 100% in Q1 2026, buying an estimated $7.85M and bringing the position to 80,434 shares worth $13.7M. The position accounts for 0.42% of the portfolio, ranked #75.

Moran Wealth Management first reported a position in IQV in Q4 2022 and has held it in 9 quarters since. The position peaked at $17.3M in Q1 2024. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Moran Wealth Management held 80,434 shares of IQVIA worth $13.7M as of Q1 2026.
Moran Wealth Management bought 40,217 IQVIA shares in Q1 2026, an estimated $7.85M.
IQVIA made up 0.42% of Moran Wealth Management's portfolio in Q1 2026, its #75 holding.
Moran Wealth Management first reported a position in IQVIA in Q4 2022 and has held it in 9 quarters since.
Moran Wealth Management's IQVIA position peaked at $17.3M in Q1 2024.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.