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Morton Brown Family Wealth’s IQVIA IQV Stock Holding History

Morton Brown Family Wealth’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 		$580 Buy
+3
New +$523 ﹤0.01% 354
2023
Q2 		– Sell
-6
Closed -$1.19K – 240
2023
Q1 		$1.19K Buy
+6
New +$1.28K ﹤0.01% 251
2022
Q1 		– Sell
-6
Closed -$2K – 174
2021
Q4 		$2K Buy
+6
New +$1.56K ﹤0.01% 166

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's IQV Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in IQVIA (IQV) in Q2 2026: 3 shares worth $580. The stake represents ﹤0.01% of the portfolio and ranks #354 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in IQV as recently as Q1 2023.

Morton Brown Family Wealth first reported a position in IQV in Q4 2021 and has held it in 3 quarters since. The position peaked at $2K in Q4 2021. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Morton Brown Family Wealth held 3 shares of IQVIA worth $580 as of Q2 2026.
  • IQVIA was a new Morton Brown Family Wealth position in Q2 2026.
  • IQVIA made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #354 holding.
  • Morton Brown Family Wealth first reported a position in IQVIA in Q4 2021 and has held it in 3 quarters since.
  • Morton Brown Family Wealth's IQVIA position peaked at $2K in Q4 2021.
  • 1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.