Premier Path Wealth Partners’s IQVIA IQV Stock Holding History

Premier Path Wealth Partners’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	$274K	Buy	+1,018	New	+$246K	0.03%	341
2026 Q2	–	Sell	-1,220	Closed	-$208K	–	406
2026 Q1	$208K	Sell	1,220 -281	-19%	-$54.8K	0.03%	391
2025 Q4	$338K	Buy	+1,501	New	+$327K	0.04%	308
2024 Q4	–	Sell	-934	Closed	-$221K	–	379
2024 Q3	$221K	Sell	934 -15	-2%	-$3.54K	0.03%	340
2024 Q2	$201K	Buy	949 +13	+1%	+$2.95K	0.03%	362
2024 Q1	$238K	Buy	936 +8	+0.9%	+$1.87K	0.04%	306
2023 Q4	$215K	Buy	+928	New	+$191K	0.05%	313

Other funds holding IQV

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Premier Path Wealth Partners's IQV Position: Q3 2026 in Review

Premier Path Wealth Partners opened a new position in IQVIA (IQV) in Q3 2026: 1,018 shares worth $274K. The stake represents 0.03% of the portfolio and ranks #341 among its holdings. This is a return to the name: Premier Path Wealth Partners previously reported a position in IQV as recently as Q1 2026.

Premier Path Wealth Partners first reported a position in IQV in Q4 2023 and has held it in 7 quarters since. The position peaked at $338K in Q4 2025. 350 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

Premier Path Wealth Partners held 1,018 shares of IQVIA worth $274K as of Q3 2026.
IQVIA was a new Premier Path Wealth Partners position in Q3 2026.
IQVIA made up 0.03% of Premier Path Wealth Partners's portfolio in Q3 2026, its #341 holding.
Premier Path Wealth Partners first reported a position in IQVIA in Q4 2023 and has held it in 7 quarters since.
Premier Path Wealth Partners's IQVIA position peaked at $338K in Q4 2025.
350 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.