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Planning Strategies’s IQVIA IQV Stock Holding History

Planning Strategies’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 		$1.93K Buy
+10
New +$1.74K ﹤0.01% 597

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

Planning Strategies's IQV Position: Q2 2026 in Review

Planning Strategies opened a new position in IQVIA (IQV) in Q2 2026: 10 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #597 among its holdings.

1,026 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Planning Strategies held 10 shares of IQVIA worth $1.93K as of Q2 2026.
  • IQVIA was a new Planning Strategies position in Q2 2026.
  • IQVIA made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #597 holding.
  • 1,026 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.