Prestige Wealth Management Group’s IQVIA IQV Stock Holding History

Prestige Wealth Management Group’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	$2.32K	Hold	12	–	–	﹤0.01%	740
2026 Q1	$2.05K	Hold	12	–	–	﹤0.01%	737
2025 Q4	$2.71K	Hold	12	–	–	﹤0.01%	697
2025 Q3	$2.28K	Sell	12 -15	-56%	-$2.73K	﹤0.01%	718
2025 Q2	$4.25K	Sell	27 -3	-10%	-$452	﹤0.01%	593
2025 Q1	$5.29K	Hold	30	–	–	﹤0.01%	555
2024 Q4	$5.9K	Hold	30	–	–	﹤0.01%	563
2024 Q3	$7.11K	Hold	30	–	–	﹤0.01%	522
2024 Q2	$6.34K	Hold	30	–	–	﹤0.01%	492
2024 Q1	$7.59K	Hold	30	–	–	﹤0.01%	493
2023 Q4	$6.94K	Sell	30 -11	-27%	-$2.26K	﹤0.01%	525
2023 Q3	$8.07K	Hold	41	–	–	﹤0.01%	476
2023 Q2	$9.22K	Hold	41	–	–	﹤0.01%	477
2023 Q1	$8.15K	Hold	41	–	–	﹤0.01%	483
2022 Q4	$8.4K	Buy	41 +11	+37%	+$2.23K	﹤0.01%	496
2022 Q3	$5K	Hold	30	–	–	﹤0.01%	556
2022 Q2	$7K	Hold	30	–	–	﹤0.01%	499
2022 Q1	$7K	Hold	30	–	–	﹤0.01%	537
2021 Q4	$8K	Hold	30	–	–	﹤0.01%	527
2021 Q3	$7K	Hold	30	–	–	﹤0.01%	558
2021 Q2	$7K	Hold	30	–	–	﹤0.01%	557
2021 Q1	$6K	Hold	30	–	–	﹤0.01%	581
2020 Q4	$5K	Buy	30 +6	+25%	+$1.01K	﹤0.01%	583
2020 Q3	$4K	Hold	24	–	–	﹤0.01%	578
2020 Q2	$3K	Sell	24 -32	-57%	-$4.34K	﹤0.01%	615
2020 Q1	$6K	Buy	+56	New	+$8K	﹤0.01%	465
2019 Q1	–	Sell	-115	Closed	-$13K	–	811
2018 Q4	$13K	Buy	+115	New	+$13.9K	0.01%	392

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Prestige Wealth Management Group's IQV Position: Q2 2026 in Review

Prestige Wealth Management Group held its IQVIA (IQV) position steady in Q2 2026 at 12 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Prestige Wealth Management Group first reported a position in IQV in Q4 2018 and has held it in 27 quarters since. The position peaked at $13K in Q4 2018. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Prestige Wealth Management Group held 12 shares of IQVIA worth $2.32K as of Q2 2026.
Prestige Wealth Management Group left its IQVIA share count unchanged in Q2 2026.
IQVIA made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #740 holding.
Prestige Wealth Management Group first reported a position in IQVIA in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's IQVIA position peaked at $13K in Q4 2018.
1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.