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One Wealth Advisors’s IQVIA IQV Stock Holding History

One Wealth Advisors’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 		$269K Buy
1,393
+213
+18% +$37.1K 0.03% 276
2026
Q1 		$201K Buy
1,180
+95
+9% +$18.5K 0.03% 293
2025
Q4 		$245K Buy
+1,085
New +$236K 0.03% 266
2023
Q1 		– Sell
-502
Closed -$103K – 394
2022
Q4 		$103K Buy
+502
New +$102K 0.02% 289
2022
Q3 		– Sell
-1,367
Closed -$297K – 191
2022
Q2 		$297K Sell
1,367
-4
-0.3% -$869 0.08% 135
2022
Q1 		$317K Hold
1,371
– – 0.08% 138
2021
Q4 		$387K Buy
1,371
+251
+22% +$65.1K 0.1% 108
2021
Q3 		$268K Buy
+1,120
New +$283K 0.08% 165

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

One Wealth Advisors's IQV Position: Q2 2026 in Review

One Wealth Advisors increased its IQVIA (IQV) stake by 18% in Q2 2026, buying an estimated $37.1K and bringing the position to 1,393 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #276.

One Wealth Advisors first reported a position in IQV in Q3 2021 and has held it in 8 quarters since. The position peaked at $387K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • One Wealth Advisors held 1,393 shares of IQVIA worth $269K as of Q2 2026.
  • One Wealth Advisors bought 213 IQVIA shares in Q2 2026, an estimated $37.1K.
  • IQVIA made up 0.03% of One Wealth Advisors's portfolio in Q2 2026, its #276 holding.
  • One Wealth Advisors first reported a position in IQVIA in Q3 2021 and has held it in 8 quarters since.
  • One Wealth Advisors's IQVIA position peaked at $387K in Q4 2021.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.