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Opal Wealth Advisors’s IQVIA IQV Stock Holding History

Opal 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
Q1 		$38.2K Buy
+224
New +$43.7K 0.01% 459
2024
Q3 		– Sell
-129
Closed -$27.3K – 675
2024
Q2 		$27.3K Buy
+129
New +$29.3K 0.01% 440

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Opal Wealth Advisors's IQV Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in IQVIA (IQV) in Q1 2026: 224 shares worth $38.2K. The stake represents 0.01% of the portfolio and ranks #459 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in IQV as recently as Q2 2024.

Opal Wealth Advisors first reported a position in IQV in Q2 2024 and has held it in 2 quarters since. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Opal Wealth Advisors held 224 shares of IQVIA worth $38.2K as of Q1 2026.
  • IQVIA was a new Opal Wealth Advisors position in Q1 2026.
  • IQVIA made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #459 holding.
  • Opal Wealth Advisors first reported a position in IQVIA in Q2 2024 and has held it in 2 quarters since.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.