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Private Wealth Management Group’s IQVIA IQV Stock Holding History

Private 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 		$10.8K Hold
56
– – ﹤0.01% 553
2026
Q1 		$9.55K Buy
56
+1
+2% +$195 ﹤0.01% 537
2025
Q4 		$12.4K Hold
55
– – ﹤0.01% 450
2025
Q3 		$10.4K Hold
55
– – ﹤0.01% 495
2025
Q2 		$8.67K Buy
55
+52
+1,733% +$7.83K ﹤0.01% 536
2025
Q1 		$529 Sell
3
-11
-79% -$2.13K ﹤0.01% 1396
2024
Q4 		$2.75K Buy
14
+3
+27% +$633 ﹤0.01% 975
2024
Q3 		$2.61K Buy
11
+1
+10% +$236 ﹤0.01% 973
2024
Q2 		$2.12K Hold
10
– – ﹤0.01% 1026
2024
Q1 		$2.53K Hold
10
– – ﹤0.01% 870
2023
Q4 		$2.31K Buy
+10
New +$2.05K ﹤0.01% 920

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 Management Group's IQV Position: Q2 2026 in Review

Private Wealth Management Group held its IQVIA (IQV) position steady in Q2 2026 at 56 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Private Wealth Management Group first reported a position in IQV in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.4K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Private Wealth Management Group held 56 shares of IQVIA worth $10.8K as of Q2 2026.
  • Private Wealth Management Group left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #553 holding.
  • Private Wealth Management Group first reported a position in IQVIA in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's IQVIA position peaked at $12.4K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.