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Mowery & Schoenfeld Wealth Management’s IQVIA IQV Stock Holding History

Mowery & Schoenfeld 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
-16
Closed -$3.61K – 428
2025
Q4 		$3.61K Buy
+16
New +$3.48K 0.01% 357
2025
Q1 		– Sell
-29
Closed -$5.7K – 512
2024
Q4 		$5.7K Buy
+29
New +$6.12K 0.01% 293

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's IQV Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of IQVIA (IQV) in Q1 2026, closing a stake of 16 shares — an estimated $3.61K sold.

Mowery & Schoenfeld Wealth Management first reported a position in IQV in Q4 2024 and held it in 2 quarters. The position peaked at $5.7K in Q4 2024. 1,069 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 16 IQVIA shares in Q1 2026, an estimated $3.61K.
  • Mowery & Schoenfeld Wealth Management first reported a position in IQVIA in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's IQVIA position peaked at $5.7K in Q4 2024.
  • 1,069 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.