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Principal Securities’s IQVIA IQV Stock Holding History

Principal Securities’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 		$5.9M Buy
30,532
+819
+3% +$143K 0.07% 251
2026
Q1 		$5.07M Sell
29,713
-1,922
-6% -$375K 0.07% 258
2025
Q4 		$7.13M Sell
31,635
-8,649
-21% -$1.88M 0.11% 172
2025
Q3 		$7.65M Sell
40,284
-407
-1% -$74K 0.13% 151
2025
Q2 		$6.41M Buy
40,691
+10,995
+37% +$1.66M 0.12% 159
2025
Q1 		$5.84M Hold
29,696
– – 0.13% 144
2024
Q4 		$5.84M Buy
29,696
+2,047
+7% +$432K 0.13% 143
2024
Q3 		$6.55M Buy
27,649
+1,108
+4% +$262K 0.16% 123
2024
Q2 		$5.61M Buy
26,541
+2,961
+13% +$673K 0.15% 120
2024
Q1 		$5.96M Buy
23,580
+2,076
+10% +$485K 0.19% 110
2023
Q4 		$4.98M Buy
+21,504
New +$4.42M 0.19% 112

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

Principal Securities's IQV Position: Q2 2026 in Review

Principal Securities increased its IQVIA (IQV) stake by 2.8% in Q2 2026, buying an estimated $143K and bringing the position to 30,532 shares worth $5.9M. The position accounts for 0.07% of the portfolio, ranked #251.

Principal Securities first reported a position in IQV in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.65M in Q3 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Principal Securities held 30,532 shares of IQVIA worth $5.9M as of Q2 2026.
  • Principal Securities bought 819 IQVIA shares in Q2 2026, an estimated $143K.
  • IQVIA made up 0.07% of Principal Securities's portfolio in Q2 2026, its #251 holding.
  • Principal Securities first reported a position in IQVIA in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's IQVIA position peaked at $7.65M in Q3 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.