Optimize Financial’s IQVIA IQV Stock Holding History

Optimize Financial’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	$489K	Sell	2,531 -8	-0.3%	-$1.4K	0.18%	154
2026 Q1	$433K	Buy	+2,539	New	+$495K	0.21%	172

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optimize Financial's IQV Position: Q2 2026 in Review

Optimize Financial reduced its IQVIA (IQV) stake by 0.32% in Q2 2026, selling an estimated $1.4K and leaving 2,531 shares worth $489K. The position accounts for 0.18% of the portfolio, ranked #154.

Optimize Financial first reported a position in IQV in Q1 2026 and has held it in 2 quarters since. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Optimize Financial held 2,531 shares of IQVIA worth $489K as of Q2 2026.
Optimize Financial sold 8 IQVIA shares in Q2 2026, an estimated $1.4K.
IQVIA made up 0.18% of Optimize Financial's portfolio in Q2 2026, its #154 holding.
Optimize Financial first reported a position in IQVIA in Q1 2026 and has held it in 2 quarters since.
1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.