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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
Q3 		$902K Sell
3,354
-115
-3% -$27.8K 0.32% 39
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Plan A Wealth's IQV Position: Q3 2026 in Review

Plan A Wealth reduced its IQVIA (IQV) stake by 3.3% in Q3 2026, selling an estimated $27.8K and leaving 3,354 shares worth $902K. The position accounts for 0.32% of the portfolio, ranked #39.

Plan A Wealth first reported a position in IQV in Q2 2025 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Plan A Wealth held 3,354 shares of IQVIA worth $902K as of Q3 2026.
  • Plan A Wealth sold 115 IQVIA shares in Q3 2026, an estimated $27.8K.
  • IQVIA made up 0.32% of Plan A Wealth's portfolio in Q3 2026, its #39 holding.
  • Plan A Wealth first reported a position in IQVIA in Q2 2025 and has held it in 6 quarters since.
  • 39 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.