Perigon Wealth Management
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
Q3 		$755K Buy
2,808
+230
+9% +$55.6K 0.01% 705
2026
Q2 		$498K Buy
2,578
+208
+9% +$36.3K 0.01% 904
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Perigon Wealth Management's IQV Position: Q3 2026 in Review

Perigon Wealth Management increased its IQVIA (IQV) stake by 8.9% in Q3 2026, buying an estimated $55.6K and bringing the position to 2,808 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #705.

Perigon Wealth Management first reported a position in IQV in Q4 2020 and has held it in 24 quarters since. The position peaked at $766K in Q2 2023. 659 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Perigon Wealth Management held 2,808 shares of IQVIA worth $755K as of Q3 2026.
  • Perigon Wealth Management bought 230 IQVIA shares in Q3 2026, an estimated $55.6K.
  • IQVIA made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #705 holding.
  • Perigon Wealth Management first reported a position in IQVIA in Q4 2020 and has held it in 24 quarters since.
  • Perigon Wealth Management's IQVIA position peaked at $766K in Q2 2023.
  • 659 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.