PWM
IQV icon

Perigon Wealth Management’s IQVIA IQV Stock Holding History

Perigon 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
Q1 		$404K Sell
2,370
-437
-16% -$85.3K 0.01% 896
2025
Q4 		$633K Buy
2,807
+107
+4% +$23.3K 0.01% 689
2025
Q3 		$513K Sell
2,700
-9
-0.3% -$1.64K 0.01% 730
2025
Q2 		$427K Sell
2,709
-212
-7% -$31.9K 0.01% 722
2025
Q1 		$515K Sell
2,921
-86
-3% -$16.7K 0.01% 627
2024
Q4 		$594K Buy
3,007
+141
+5% +$29.7K 0.01% 586
2024
Q3 		$679K Buy
2,866
+72
+3% +$17K 0.02% 530
2024
Q2 		$591K Sell
2,794
-148
-5% -$33.6K 0.02% 496
2024
Q1 		$744K Sell
2,942
-102
-3% -$23.8K 0.02% 441
2023
Q4 		$704K Sell
3,044
-245
-7% -$50.3K 0.02% 416
2023
Q3 		$647K Sell
3,289
-118
-3% -$25.6K 0.03% 392
2023
Q2 		$766K Buy
3,407
+488
+17% +$98K 0.03% 365
2023
Q1 		$581K Buy
2,919
+4
+0.1% +$855 0.03% 368
2022
Q4 		$597K Buy
2,915
+577
+25% +$117K 0.04% 357
2022
Q3 		$424K Sell
2,338
-175
-7% -$38.3K 0.04% 360
2022
Q2 		$545K Buy
2,513
+21
+0.8% +$4.56K 0.05% 316
2022
Q1 		$576K Buy
2,492
+263
+12% +$62.3K 0.04% 329
2021
Q4 		$629K Buy
2,229
+47
+2% +$12.2K 0.05% 292
2021
Q3 		$523K Buy
2,182
+80
+4% +$20.2K 0.05% 296
2021
Q2 		$509K Buy
2,102
+330
+19% +$76.2K 0.05% 310
2021
Q1 		$342K Buy
1,772
+1,646
+1,306% +$309K 0.03% 363
2020
Q4 		$23K Buy
+126
New +$21.2K ﹤0.01% 996

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

Perigon Wealth Management's IQV Position: Q1 2026 in Review

Perigon Wealth Management reduced its IQVIA (IQV) stake by 16% in Q1 2026, selling an estimated $85.3K and leaving 2,370 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #896.

Perigon Wealth Management first reported a position in IQV in Q4 2020 and has held it in 22 quarters since. The position peaked at $766K in Q2 2023. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Perigon Wealth Management held 2,370 shares of IQVIA worth $404K as of Q1 2026.
  • Perigon Wealth Management sold 437 IQVIA shares in Q1 2026, an estimated $85.3K.
  • IQVIA made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #896 holding.
  • Perigon Wealth Management first reported a position in IQVIA in Q4 2020 and has held it in 22 quarters since.
  • Perigon Wealth Management's IQVIA position peaked at $766K in Q2 2023.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.