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Prospera Financial Services’s IQVIA IQV Stock Holding History

Prospera Financial Services’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 		$1.1M Buy
5,705
+3,451
+153% +$602K 0.02% 724
2026
Q1 		$384K Buy
2,254
+238
+12% +$46.4K 0.01% 1106
2025
Q4 		$455K Sell
2,016
-53
-3% -$11.5K 0.01% 959
2025
Q3 		$393K Buy
2,069
+316
+18% +$57.5K 0.01% 1042
2025
Q2 		$276K Sell
1,753
-10,966
-86% -$1.65M 0.01% 1140
2025
Q1 		$2.24M Buy
12,719
+2,752
+28% +$534K 0.05% 367
2024
Q4 		$1.96M Buy
9,967
+8,934
+865% +$1.88M 0.05% 372
2024
Q3 		$245K Buy
+1,033
New +$244K 0.01% 1005
2022
Q3 		– Sell
-59
Closed -$13K – 1215
2022
Q2 		$13K Sell
59
-131
-69% -$28.4K ﹤0.01% 1290
2022
Q1 		$44K Buy
+190
New +$45K ﹤0.01% 1428

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

Prospera Financial Services's IQV Position: Q2 2026 in Review

Prospera Financial Services increased its IQVIA (IQV) stake by 153% in Q2 2026, buying an estimated $602K and bringing the position to 5,705 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #724.

Prospera Financial Services first reported a position in IQV in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.24M in Q1 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Prospera Financial Services held 5,705 shares of IQVIA worth $1.1M as of Q2 2026.
  • Prospera Financial Services bought 3,451 IQVIA shares in Q2 2026, an estimated $602K.
  • IQVIA made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #724 holding.
  • Prospera Financial Services first reported a position in IQVIA in Q1 2022 and has held it in 10 quarters since.
  • Prospera Financial Services's IQVIA position peaked at $2.24M in Q1 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.