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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Premier Path Wealth Partners's IQV Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its IQVIA (IQV) stake by 19% in Q1 2026, selling an estimated $54.8K and leaving 1,220 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #391.

Premier Path Wealth Partners first reported a position in IQV in Q4 2023 and has held it in 6 quarters since. The position peaked at $338K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Premier Path Wealth Partners held 1,220 shares of IQVIA worth $208K as of Q1 2026.
  • Premier Path Wealth Partners sold 281 IQVIA shares in Q1 2026, an estimated $54.8K.
  • IQVIA made up 0.03% of Premier Path Wealth Partners's portfolio in Q1 2026, its #391 holding.
  • Premier Path Wealth Partners first reported a position in IQVIA in Q4 2023 and has held it in 6 quarters since.
  • Premier Path Wealth Partners's IQVIA position peaked at $338K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.