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Peterson Wealth Services’s IQVIA IQV Stock Holding History

Peterson Wealth Services’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 		$362K Sell
1,876
-30
-2% -$5.23K 0.08% 108
2026
Q1 		$325K Sell
1,906
-91
-5% -$17.8K 0.08% 109
2025
Q4 		$450K Buy
1,997
+1,658
+489% +$361K 0.12% 96
2025
Q3 		$384K Sell
339
-1,533
-82% -$279K 0.09% 102
2025
Q2 		$295K Buy
1,872
+10
+0.5% +$1.5K 0.08% 107
2025
Q1 		$328K Buy
1,862
+2
+0.1% +$388 0.1% 106
2024
Q4 		$366K Buy
1,860
+305
+20% +$64.3K 0.11% 99
2024
Q3 		$368K Buy
1,555
+253
+19% +$59.7K 0.12% 101
2024
Q2 		$275K Buy
1,302
+25
+2% +$5.68K 0.1% 107
2024
Q1 		$323K Buy
1,277
+37
+3% +$8.64K 0.12% 103
2023
Q4 		$287K Buy
1,240
+34
+3% +$6.98K 0.12% 80
2023
Q3 		$237K Sell
1,206
-2
-0.2% -$434 0.18% 61
2023
Q2 		$272K Buy
1,208
+22
+2% +$4.42K 0.13% 81
2023
Q1 		$236K Sell
1,186
-56
-5% -$12K 0.12% 89
2022
Q4 		$254K Buy
1,242
+31
+3% +$6.29K 0.15% 79
2022
Q3 		$219K Buy
1,211
+106
+10% +$23.2K 0.16% 81
2022
Q2 		$240K Buy
1,105
+60
+6% +$13K 0.17% 78
2022
Q1 		$242K Buy
1,045
+167
+19% +$39.5K 0.15% 81
2021
Q4 		$248K Buy
+878
New +$228K 0.16% 79

Other funds holding IQV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Peterson Wealth Services's IQV Position: Q2 2026 in Review

Peterson Wealth Services reduced its IQVIA (IQV) stake by 1.6% in Q2 2026, selling an estimated $5.23K and leaving 1,876 shares worth $362K. The position accounts for 0.08% of the portfolio, ranked #108.

Peterson Wealth Services first reported a position in IQV in Q4 2021 and has held it in 19 quarters since. The position peaked at $450K in Q4 2025. 401 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Peterson Wealth Services held 1,876 shares of IQVIA worth $362K as of Q2 2026.
  • Peterson Wealth Services sold 30 IQVIA shares in Q2 2026, an estimated $5.23K.
  • IQVIA made up 0.08% of Peterson Wealth Services's portfolio in Q2 2026, its #108 holding.
  • Peterson Wealth Services first reported a position in IQVIA in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's IQVIA position peaked at $450K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.