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Outlook Wealth Advisors’s IQVIA IQV Stock Holding History

Outlook 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 		$715K Buy
3,699
+54
+1% +$9.42K 0.15% 136
2026
Q1 		$622K Sell
3,645
-114
-3% -$22.2K 0.15% 153
2025
Q4 		$847K Buy
3,759
+427
+13% +$92.9K 0.19% 100
2025
Q3 		$633K Sell
3,332
-24
-0.7% -$4.36K 0.16% 135
2025
Q2 		$529K Buy
3,356
+9
+0.3% +$1.35K 0.14% 139
2025
Q1 		$590K Buy
+3,347
New +$649K 0.16% 121
2024
Q4 		– Sell
-2,552
Closed -$605K – 263
2024
Q3 		$605K Sell
2,552
-44
-2% -$10.4K 0.17% 117
2024
Q2 		$549K Sell
2,596
-38
-1% -$8.63K 0.17% 123
2024
Q1 		$666K Sell
2,634
-173
-6% -$40.4K 0.21% 104
2023
Q4 		$649K Sell
2,807
-645
-19% -$132K 0.23% 93
2023
Q3 		$679K Buy
3,452
+85
+3% +$18.5K 0.26% 97
2023
Q2 		$757K Buy
3,367
+1,097
+48% +$220K 0.29% 86
2023
Q1 		$451K Buy
2,270
+87
+4% +$18.6K 0.2% 122
2022
Q4 		$447K Buy
2,183
+61
+3% +$12.4K 0.21% 113
2022
Q3 		$385K Buy
2,122
+45
+2% +$9.86K 0.17% 132
2022
Q2 		$450K Buy
2,077
+164
+9% +$35.6K 0.18% 131
2022
Q1 		$442K Buy
1,913
+25
+1% +$5.92K 0.15% 146
2021
Q4 		$533K Buy
1,888
+61
+3% +$15.8K 0.16% 134
2021
Q3 		$438K Buy
1,827
+42
+2% +$10.6K 0.14% 154
2021
Q2 		$433K Buy
+1,785
New +$412K 0.14% 159
2020
Q2 		– Sell
-2,774
Closed -$299K – 173
2020
Q1 		$299K Buy
2,774
+88
+3% +$12.6K 0.17% 121
2019
Q4 		$415K Buy
2,686
+23
+0.9% +$3.36K 0.23% 86
2019
Q3 		$398K Buy
2,663
+42
+2% +$6.54K 0.24% 94
2019
Q2 		$422K Buy
2,621
+164
+7% +$23K 0.28% 92
2019
Q1 		$353K Sell
2,457
-2,393
-49% -$319K 0.29% 90
2018
Q4 		$563K Buy
+4,850
New +$588K 0.26% 98

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

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

Outlook Wealth Advisors increased its IQVIA (IQV) stake by 1.5% in Q2 2026, buying an estimated $9.42K and bringing the position to 3,699 shares worth $715K. The position accounts for 0.15% of the portfolio, ranked #136.

Outlook Wealth Advisors first reported a position in IQV in Q4 2018 and has held it in 26 quarters since. The position peaked at $847K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Outlook Wealth Advisors held 3,699 shares of IQVIA worth $715K as of Q2 2026.
  • Outlook Wealth Advisors bought 54 IQVIA shares in Q2 2026, an estimated $9.42K.
  • IQVIA made up 0.15% of Outlook Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • Outlook Wealth Advisors first reported a position in IQVIA in Q4 2018 and has held it in 26 quarters since.
  • Outlook Wealth Advisors's IQVIA position peaked at $847K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.