Power Wealth Management’s IQVIA IQV Stock Holding History

Power Wealth Management’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 Q1	–	Sell	-979	Closed	-$221K	–	100
2025 Q4	$221K	Buy	+979	New	+$213K	0.08%	87
2025 Q3	–	Sell	-7,190	Closed	-$1.13M	–	93
2025 Q2	$1.13M	Sell	7,190 -2,015	-22%	-$303K	0.44%	40
2025 Q1	$1.62M	Buy	9,205 +2,229	+32%	+$432K	0.66%	36
2024 Q4	$1.37M	Buy	6,976 +283	+4%	+$59.7K	0.57%	34
2024 Q3	$1.59M	Buy	6,693 +811	+14%	+$191K	0.68%	32
2024 Q2	$1.24M	Buy	5,882 +2,382	+68%	+$541K	0.59%	38
2024 Q1	$885K	Buy	3,500 +1,003	+40%	+$234K	0.56%	38
2023 Q4	$578K	Buy	+2,497	New	+$513K	0.4%	51

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Power Wealth Management's IQV Position: Q1 2026 in Review

Power Wealth Management sold out of IQVIA (IQV) in Q1 2026, closing a stake of 979 shares — an estimated $221K sold.

Power Wealth Management first reported a position in IQV in Q4 2023 and held it in 8 quarters. The position peaked at $1.62M in Q1 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Power Wealth Management reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
Power Wealth Management sold 979 IQVIA shares in Q1 2026, an estimated $221K.
Power Wealth Management first reported a position in IQVIA in Q4 2023 and held it in 8 quarters.
Power Wealth Management's IQVIA position peaked at $1.62M in Q1 2025.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.