PWA
IQV icon

Provenance Wealth Advisors’s IQVIA IQV Stock Holding History

Provenance Wealth Advisors’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 		$966 Buy
+5
New +$872 ﹤0.01% 513
2024
Q1 		– Sell
-9
Closed -$2.08K – 578
2023
Q4 		$2.08K Buy
+9
New +$1.85K ﹤0.01% 448

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

Provenance Wealth Advisors's IQV Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in IQVIA (IQV) in Q2 2026: 5 shares worth $966. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in IQV as recently as Q4 2023.

Provenance Wealth Advisors first reported a position in IQV in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.08K in Q4 2023. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Provenance Wealth Advisors held 5 shares of IQVIA worth $966 as of Q2 2026.
  • IQVIA was a new Provenance Wealth Advisors position in Q2 2026.
  • IQVIA made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #513 holding.
  • Provenance Wealth Advisors first reported a position in IQVIA in Q4 2023 and has held it in 2 quarters since.
  • Provenance Wealth Advisors's IQVIA position peaked at $2.08K in Q4 2023.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.