Peterson Wealth Services
IQV icon

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
Q3 		$502K Sell
1,867
-9
-0.5% -$2.18K 0.11% 100
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

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 5.75% 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

Peterson Wealth Services's IQV Position: Q3 2026 in Review

Peterson Wealth Services reduced its IQVIA (IQV) stake by 0.48% in Q3 2026, selling an estimated $2.18K and leaving 1,867 shares worth $502K. The position accounts for 0.11% of the portfolio, ranked #100.

Peterson Wealth Services first reported a position in IQV in Q4 2021 and has held it in 20 quarters since. 607 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Peterson Wealth Services held 1,867 shares of IQVIA worth $502K as of Q3 2026.
  • Peterson Wealth Services sold 9 IQVIA shares in Q3 2026, an estimated $2.18K.
  • IQVIA made up 0.11% of Peterson Wealth Services's portfolio in Q3 2026, its #100 holding.
  • Peterson Wealth Services first reported a position in IQVIA in Q4 2021 and has held it in 20 quarters since.
  • 607 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.