Nova R Wealth’s IQVIA IQV Stock Holding History

Nova R 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	$218K	Buy	1,278 +55	+4%	+$10.7K	0.07%	85
2025 Q4	$276K	Buy	1,223 +12	+1%	+$2.61K	0.1%	78
2025 Q3	$230K	Buy	+1,211	New	+$220K	0.1%	78
2025 Q2	–	Sell	-1,472	Closed	-$259K	–	84
2025 Q1	$259K	Buy	1,472 +32	+2%	+$6.21K	0.13%	70
2024 Q4	$283K	Buy	1,440 +1	+0.1%	+$211	0.14%	65
2024 Q3	$341K	Hold	1,439	–	–	0.17%	63
2024 Q2	$304K	Hold	1,439	–	–	0.16%	64
2024 Q1	$364K	Buy	+1,439	New	+$336K	0.19%	60
2023 Q2	–	Sell	-1,485	Closed	-$295K	–	72
2023 Q1	$295K	Buy	1,485 +12	+0.8%	+$2.56K	0.2%	58
2022 Q4	$302K	Sell	1,473 -19	-1%	-$3.85K	0.22%	59
2022 Q3	$270K	Buy	1,492 +11	+0.7%	+$2.41K	0.22%	54
2022 Q2	$321K	Sell	1,481 -2	-0.1%	-$434	0.26%	50
2022 Q1	$343K	Hold	1,483	–	–	0.29%	47
2021 Q4	$418K	Buy	+1,483	New	+$385K	0.34%	49

Other funds holding IQV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B 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 $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return