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Phillips Wealth Planners’s IQVIA IQV Stock Holding History

Phillips Wealth Planners’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 		$248K Sell
1,430
-162
-10% -$31.6K 0.19% 176
2025
Q4 		$384K Buy
1,592
+104
+7% +$22.6K 0.31% 107
2025
Q3 		$305K Buy
1,488
+124
+9% +$22.5K 0.25% 139
2025
Q2 		$224K Buy
+1,364
New +$205K 0.2% 169
2024
Q4 		– Sell
-1,194
Closed -$278K – 185
2024
Q3 		$278K Buy
1,194
+41
+4% +$9.68K 0.27% 136
2024
Q2 		$244K Buy
1,153
+145
+14% +$32.9K 0.26% 150
2024
Q1 		$231K Buy
+1,008
New +$235K 0.27% 146

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

Phillips Wealth Planners's IQV Position: Q1 2026 in Review

Phillips Wealth Planners reduced its IQVIA (IQV) stake by 10% in Q1 2026, selling an estimated $31.6K and leaving 1,430 shares worth $248K. The position accounts for 0.19% of the portfolio, ranked #176.

Phillips Wealth Planners first reported a position in IQV in Q1 2024 and has held it in 7 quarters since. The position peaked at $384K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Phillips Wealth Planners held 1,430 shares of IQVIA worth $248K as of Q1 2026.
  • Phillips Wealth Planners sold 162 IQVIA shares in Q1 2026, an estimated $31.6K.
  • IQVIA made up 0.19% of Phillips Wealth Planners's portfolio in Q1 2026, its #176 holding.
  • Phillips Wealth Planners first reported a position in IQVIA in Q1 2024 and has held it in 7 quarters since.
  • Phillips Wealth Planners's IQVIA position peaked at $384K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.