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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
Q2 		– Sell
-1,430
Closed -$248K – 222
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 $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Phillips Wealth Planners's IQV Position: Q2 2026 in Review

Phillips Wealth Planners sold out of IQVIA (IQV) in Q2 2026, closing a stake of 1,430 shares — an estimated $248K sold.

Phillips Wealth Planners first reported a position in IQV in Q1 2024 and held it in 7 quarters. The position peaked at $384K in Q4 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Phillips Wealth Planners reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Phillips Wealth Planners sold 1,430 IQVIA shares in Q2 2026, an estimated $248K.
  • Phillips Wealth Planners first reported a position in IQVIA in Q1 2024 and held it in 7 quarters.
  • Phillips Wealth Planners's IQVIA position peaked at $384K in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.