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Principia Wealth Advisory’s IQVIA IQV Stock Holding History

Principia Wealth Advisory’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 		$4.83K Buy
25
+2
+9% +$349 ﹤0.01% 377
2026
Q1 		$3.92K Buy
23
+4
+21% +$780 ﹤0.01% 349
2025
Q4 		$4.28K Buy
19
+2
+12% +$435 ﹤0.01% 305
2025
Q3 		$3.23K Buy
17
+1
+6% +$182 ﹤0.01% 355
2025
Q2 		$2.52K Buy
16
+6
+60% +$903 ﹤0.01% 338
2025
Q1 		$1.57K Buy
10
+7
+233% +$1.36K ﹤0.01% 325
2024
Q4 		$590 Buy
+3
New +$633 ﹤0.01% 497

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

Principia Wealth Advisory's IQV Position: Q2 2026 in Review

Principia Wealth Advisory increased its IQVIA (IQV) stake by 8.7% in Q2 2026, buying an estimated $349 and bringing the position to 25 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Principia Wealth Advisory first reported a position in IQV in Q4 2024 and has held it in 7 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Principia Wealth Advisory held 25 shares of IQVIA worth $4.83K as of Q2 2026.
  • Principia Wealth Advisory bought 2 IQVIA shares in Q2 2026, an estimated $349.
  • IQVIA made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #377 holding.
  • Principia Wealth Advisory first reported a position in IQVIA in Q4 2024 and has held it in 7 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.