Parcion Private Wealth
IQV icon

Parcion Private Wealth’s IQVIA IQV Stock Holding History

Parcion Private Wealth’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
Q3 		$353K Buy
1,312
+160
+14% +$38.7K 0.02% 389
2026
Q2 		$223K Buy
+1,152
New +$201K 0.01% 461
2026
Q1 		– Sell
-1,989
Closed -$448K – 463
2025
Q4 		$448K Buy
+1,989
New +$433K 0.03% 254

Other funds holding IQV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Parcion Private Wealth's IQV Position: Q3 2026 in Review

Parcion Private Wealth increased its IQVIA (IQV) stake by 14% in Q3 2026, buying an estimated $38.7K and bringing the position to 1,312 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #389.

Parcion Private Wealth first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. The position peaked at $448K in Q4 2025. 1,016 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Parcion Private Wealth held 1,312 shares of IQVIA worth $353K as of Q3 2026.
  • Parcion Private Wealth bought 160 IQVIA shares in Q3 2026, an estimated $38.7K.
  • IQVIA made up 0.02% of Parcion Private Wealth's portfolio in Q3 2026, its #389 holding.
  • Parcion Private Wealth first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
  • Parcion Private Wealth's IQVIA position peaked at $448K in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.