Physician Wealth Advisors’s IQVIA IQV Stock Holding History

Physician Wealth Advisors’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	$6.38K	Sell	33 -15	-31%	-$2.62K	﹤0.01%	1005
2026 Q1	$8.19K	Sell	48 -101	-68%	-$19.7K	﹤0.01%	858
2025 Q4	$33.6K	Buy	149 +5	+3%	+$1.09K	﹤0.01%	469
2025 Q3	$27.4K	Buy	144 +134	+1,340%	+$24.4K	﹤0.01%	501
2025 Q2	$1.58K	Buy	+10	New	+$1.5K	﹤0.01%	1152
2025 Q1	–	Sell	-5	Closed	-$983	–	1480
2024 Q4	$983	Buy	+5	New	+$1.05K	﹤0.01%	947

Other funds holding IQV

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NGM

North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Physician Wealth Advisors's IQV Position: Q2 2026 in Review

Physician Wealth Advisors reduced its IQVIA (IQV) stake by 31% in Q2 2026, selling an estimated $2.62K and leaving 33 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Physician Wealth Advisors first reported a position in IQV in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.6K in Q4 2025. 200 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Physician Wealth Advisors held 33 shares of IQVIA worth $6.38K as of Q2 2026.
Physician Wealth Advisors sold 15 IQVIA shares in Q2 2026, an estimated $2.62K.
IQVIA made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1005 holding.
Physician Wealth Advisors first reported a position in IQVIA in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's IQVIA position peaked at $33.6K in Q4 2025.
200 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.