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Plan A Wealth’s IQVIA IQV Stock Holding History

Plan A Wealth’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 		$670K Buy
3,469
+543
+19% +$94.7K 0.29% 55
2026
Q1 		$499K Buy
2,926
+169
+6% +$33K 0.24% 71
2025
Q4 		$621K Buy
2,757
+32
+1% +$6.96K 0.3% 54
2025
Q3 		$518K Buy
2,725
+344
+14% +$62.6K 0.26% 66
2025
Q2 		$375K Buy
+2,381
New +$358K 0.21% 94

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

Plan A Wealth's IQV Position: Q2 2026 in Review

Plan A Wealth increased its IQVIA (IQV) stake by 19% in Q2 2026, buying an estimated $94.7K and bringing the position to 3,469 shares worth $670K. The position accounts for 0.29% of the portfolio, ranked #55.

Plan A Wealth first reported a position in IQV in Q2 2025 and has held it in 5 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Plan A Wealth held 3,469 shares of IQVIA worth $670K as of Q2 2026.
  • Plan A Wealth bought 543 IQVIA shares in Q2 2026, an estimated $94.7K.
  • IQVIA made up 0.29% of Plan A Wealth's portfolio in Q2 2026, its #55 holding.
  • Plan A Wealth first reported a position in IQVIA in Q2 2025 and has held it in 5 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.