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Private Wealth Asset Management’s IQVIA IQV Stock Holding History

Private Wealth Asset Management’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 		$38.8K Hold
201
– – ﹤0.01% 467
2026
Q1 		$34.3K Sell
201
-17
-8% -$3.32K ﹤0.01% 485
2025
Q4 		$49.1K Hold
218
– – 0.01% 426
2025
Q3 		$41.4K Hold
218
– – ﹤0.01% 426
2025
Q2 		$34.4K Sell
218
-157
-42% -$23.6K ﹤0.01% 454
2025
Q1 		$66.1K Buy
+375
New +$72.8K 0.01% 342

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

Private Wealth Asset Management's IQV Position: Q2 2026 in Review

Private Wealth Asset Management held its IQVIA (IQV) position steady in Q2 2026 at 201 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Private Wealth Asset Management first reported a position in IQV in Q1 2025 and has held it in 6 quarters since. The position peaked at $66.1K in Q1 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Private Wealth Asset Management held 201 shares of IQVIA worth $38.8K as of Q2 2026.
  • Private Wealth Asset Management left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #467 holding.
  • Private Wealth Asset Management first reported a position in IQVIA in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's IQVIA position peaked at $66.1K in Q1 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.