MWM
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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Moran Wealth Management reduced its IQVIA (IQV) stake by 5.6% in Q2 2026, selling an estimated $783K and leaving 75,946 shares worth $14.7M. The position accounts for 0.4% of the portfolio, ranked #72.

Moran Wealth Management first reported a position in IQV in Q4 2022 and has held it in 10 quarters since. The position peaked at $17.3M in Q1 2024. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Moran Wealth Management held 75,946 shares of IQVIA worth $14.7M as of Q2 2026.
  • Moran Wealth Management sold 4,488 IQVIA shares in Q2 2026, an estimated $783K.
  • IQVIA made up 0.4% of Moran Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Moran Wealth Management first reported a position in IQVIA in Q4 2022 and has held it in 10 quarters since.
  • Moran Wealth Management's IQVIA position peaked at $17.3M in Q1 2024.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.