Oregon Pacific Wealth Management’s IQVIA IQV Stock Holding History

Oregon Pacific 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	$590K	Sell	3,052 -95	-3%	-$16.6K	0.55%	42
2026 Q1	$537K	Buy	3,147 +490	+18%	+$95.6K	0.56%	44
2025 Q4	$599K	Sell	2,657 -411	-13%	-$89.4K	0.62%	39
2025 Q3	$583K	Sell	3,068 -41	-1%	-$7.46K	0.5%	49
2025 Q2	$490K	Buy	3,109 +652	+27%	+$98.2K	0.46%	56
2025 Q1	$433K	Buy	2,457 +64	+3%	+$12.4K	0.43%	61
2024 Q4	$470K	Buy	+2,393	New	+$505K	0.46%	60

Other funds holding IQV

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Oregon Pacific Wealth Management's IQV Position: Q2 2026 in Review

Oregon Pacific Wealth Management reduced its IQVIA (IQV) stake by 3% in Q2 2026, selling an estimated $16.6K and leaving 3,052 shares worth $590K. The position accounts for 0.55% of the portfolio, ranked #42.

Oregon Pacific Wealth Management first reported a position in IQV in Q4 2024 and has held it in 7 quarters since. The position peaked at $599K in Q4 2025. 295 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Oregon Pacific Wealth Management held 3,052 shares of IQVIA worth $590K as of Q2 2026.
Oregon Pacific Wealth Management sold 95 IQVIA shares in Q2 2026, an estimated $16.6K.
IQVIA made up 0.55% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #42 holding.
Oregon Pacific Wealth Management first reported a position in IQVIA in Q4 2024 and has held it in 7 quarters since.
Oregon Pacific Wealth Management's IQVIA position peaked at $599K in Q4 2025.
295 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.