Personal CFO Solutions
IQV icon

Personal CFO Solutions’s IQVIA IQV Stock Holding History

Personal CFO Solutions’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 		$403K Buy
+1,498
New +$362K 0.06% 275
2024
Q2 		– Sell
-1,137
Closed -$288K – 571
2024
Q1 		$288K Sell
1,137
-6
-0.5% -$1.4K 0.04% 407
2023
Q4 		$264K Sell
1,143
-44
-4% -$9.03K 0.05% 407
2023
Q3 		$234K Buy
1,187
+10
+0.8% +$2.17K 0.05% 387
2023
Q2 		$265K Buy
1,177
+110
+10% +$22.1K 0.05% 362
2023
Q1 		$212K Buy
1,067
+3
+0.3% +$641 0.04% 433
2022
Q4 		$218K Sell
1,064
-44
-4% -$8.92K 0.05% 398
2022
Q3 		$201K Buy
1,108
+160
+17% +$35.1K 0.05% 374
2022
Q2 		$206K Buy
+948
New +$206K 0.05% 387
2022
Q1 		– Sell
-745
Closed -$210K – 493
2021
Q4 		$210K Buy
+745
New +$193K 0.04% 424
2021
Q3 		– Sell
-827
Closed -$200K – 464
2021
Q2 		$200K Buy
+827
New +$191K 0.04% 412

Other funds holding IQV

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 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

Personal CFO Solutions's IQV Position: Q3 2026 in Review

Personal CFO Solutions opened a new position in IQVIA (IQV) in Q3 2026: 1,498 shares worth $403K. The stake represents 0.06% of the portfolio and ranks #275 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in IQV as recently as Q1 2024.

Personal CFO Solutions first reported a position in IQV in Q2 2021 and has held it in 11 quarters since. 734 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Personal CFO Solutions held 1,498 shares of IQVIA worth $403K as of Q3 2026.
  • IQVIA was a new Personal CFO Solutions position in Q3 2026.
  • IQVIA made up 0.06% of Personal CFO Solutions's portfolio in Q3 2026, its #275 holding.
  • Personal CFO Solutions first reported a position in IQVIA in Q2 2021 and has held it in 11 quarters since.
  • 734 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Personal CFO Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.