NewEdge Wealth’s IQVIA IQV Stock Holding History

NewEdge 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 Q1	–	Sell	-2,048	Closed	-$462K	–	1212
2025 Q4	$462K	Buy	+2,048	New	+$446K	0.01%	873
2024 Q4	–	Sell	-2,550	Closed	-$604K	–	942
2024 Q3	$604K	Buy	2,550 +157	+7%	+$37.1K	0.01%	579
2024 Q2	$506K	Sell	2,393 -59	-2%	-$13.4K	0.01%	549
2024 Q1	$545K	Buy	2,452 +106	+5%	+$24.7K	0.01%	542
2023 Q4	$543K	Buy	+2,346	New	+$482K	0.01%	492
2023 Q2	–	Sell	-1,062	Closed	-$211K	–	649
2023 Q1	$211K	Buy	+1,062	New	+$227K	0.01%	574
2022 Q3	–	Sell	-1,091	Closed	-$237K	–	565
2022 Q2	$237K	Buy	+1,091	New	+$237K	0.01%	505

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

NewEdge Wealth's IQV Position: Q1 2026 in Review

NewEdge Wealth sold out of IQVIA (IQV) in Q1 2026, closing a stake of 2,048 shares — an estimated $462K sold.

NewEdge Wealth first reported a position in IQV in Q2 2022 and held it in 7 quarters. The position peaked at $604K in Q3 2024. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

NewEdge Wealth reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 2,048 IQVIA shares in Q1 2026, an estimated $462K.
NewEdge Wealth first reported a position in IQVIA in Q2 2022 and held it in 7 quarters.
NewEdge Wealth's IQVIA position peaked at $604K in Q3 2024.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.