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National Wealth Management Group’s IQVIA IQV Stock Holding History

National Wealth Management Group’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
-3,349
Closed -$755K – 234
2025
Q4 		$755K Buy
+3,349
New +$729K 0.26% 90

Other funds holding IQV

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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 $2.9T AUM 29.55% 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

National Wealth Management Group's IQV Position: Q1 2026 in Review

National Wealth Management Group sold out of IQVIA (IQV) in Q1 2026, closing a stake of 3,349 shares — an estimated $755K sold.

National Wealth Management Group first reported a position in IQV in Q4 2025 and held it in 1 quarter. The position peaked at $755K in Q4 2025. 1,067 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • National Wealth Management Group reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 3,349 IQVIA shares in Q1 2026, an estimated $755K.
  • National Wealth Management Group first reported a position in IQVIA in Q4 2025 and held it in 1 quarter.
  • National Wealth Management Group's IQVIA position peaked at $755K in Q4 2025.
  • 1,067 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.