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Northwest Wealth Management’s IQVIA IQV Stock Holding History

Northwest 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 		$256K Buy
1,325
+1
+0.1% +$174 0.03% 222
2026
Q1 		$226K Sell
1,324
-360
-21% -$70.2K 0.03% 221
2025
Q4 		$380K Buy
1,684
+350
+26% +$76.2K 0.06% 149
2025
Q3 		$253K Buy
1,334
+33
+3% +$6K 0.04% 176
2025
Q2 		$205K Buy
+1,301
New +$196K 0.04% 196

Other funds holding IQV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

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

Northwest Wealth Management increased its IQVIA (IQV) stake by 0.08% in Q2 2026, buying an estimated $174 and bringing the position to 1,325 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #222.

Northwest Wealth Management first reported a position in IQV in Q2 2025 and has held it in 5 quarters since. The position peaked at $380K in Q4 2025. 372 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Northwest Wealth Management held 1,325 shares of IQVIA worth $256K as of Q2 2026.
  • Northwest Wealth Management bought 1 IQVIA share in Q2 2026, an estimated $174.
  • IQVIA made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Northwest Wealth Management first reported a position in IQVIA in Q2 2025 and has held it in 5 quarters since.
  • Northwest Wealth Management's IQVIA position peaked at $380K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.