Principle Wealth Partners’s IQVIA IQV Stock Holding History

Principle 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 Q2	$371K	Hold	1,920	–	–	0.02%	294
2026 Q1	$327K	Hold	1,920	–	–	0.02%	304
2025 Q4	$433K	Hold	1,920	–	–	0.02%	263
2025 Q3	$365K	Hold	1,920	–	–	0.02%	276
2025 Q2	$303K	Hold	1,920	–	–	0.02%	303
2025 Q1	$338K	Hold	1,920	–	–	0.02%	272
2024 Q4	$377K	Hold	1,920	–	–	0.03%	257
2024 Q3	$455K	Hold	1,920	–	–	0.03%	239
2024 Q2	$406K	Hold	1,920	–	–	0.03%	244
2024 Q1	$486K	Hold	1,920	–	–	0.04%	224
2023 Q4	$444K	Hold	1,920	–	–	0.04%	218
2023 Q3	$378K	Hold	1,920	–	–	0.04%	231
2023 Q2	$432K	Hold	1,920	–	–	0.04%	214
2023 Q1	$382K	Hold	1,920	–	–	0.04%	219
2022 Q4	$393K	Hold	1,920	–	–	0.04%	216
2022 Q3	$348K	Hold	1,920	–	–	0.03%	217
2022 Q2	$417K	Hold	1,920	–	–	0.05%	209
2022 Q1	$444K	Hold	1,920	–	–	0.05%	213
2021 Q4	$542K	Hold	1,920	–	–	0.06%	197
2021 Q3	$460K	Hold	1,920	–	–	0.05%	207
2021 Q2	$465K	Hold	1,920	–	–	0.05%	206
2021 Q1	$371K	Hold	1,920	–	–	0.04%	218
2020 Q4	$344K	Hold	1,920	–	–	0.05%	211
2020 Q3	$303K	Hold	1,920	–	–	0.08%	121
2020 Q2	$272K	Hold	1,920	–	–	0.08%	127
2020 Q1	$207K	Hold	1,920	–	–	0.08%	131
2019 Q4	$297K	Hold	1,920	–	–	0.09%	127
2019 Q3	$287K	Hold	1,920	–	–	0.1%	127
2019 Q2	$309K	Hold	1,920	–	–	0.16%	103
2019 Q1	$276K	Hold	1,920	–	–	0.16%	104
2018 Q4	$223K	Buy	+1,920	New	+$233K	0.19%	102

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

Principle Wealth Partners's IQV Position: Q2 2026 in Review

Principle Wealth Partners held its IQVIA (IQV) position steady in Q2 2026 at 1,920 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #294.

Principle Wealth Partners first reported a position in IQV in Q4 2018 and has held it in 31 quarters since. The position peaked at $542K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Principle Wealth Partners held 1,920 shares of IQVIA worth $371K as of Q2 2026.
Principle Wealth Partners left its IQVIA share count unchanged in Q2 2026.
IQVIA made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #294 holding.
Principle Wealth Partners first reported a position in IQVIA in Q4 2018 and has held it in 31 quarters since.
Principle Wealth Partners's IQVIA position peaked at $542K in Q4 2021.
1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.