PUREfi Wealth
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PUREfi Wealth’s IQVIA IQV Stock Holding History

PUREfi Wealth’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
Q3 		$207K Buy
+769
New +$186K 0.1% 220
2025
Q1 		– Sell
-1,090
Closed -$214K – 157
2024
Q4 		$214K Buy
+1,090
New +$230K 0.21% 140

Other funds holding IQV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

PUREfi Wealth's IQV Position: Q3 2026 in Review

PUREfi Wealth opened a new position in IQVIA (IQV) in Q3 2026: 769 shares worth $207K. The stake represents 0.1% of the portfolio and ranks #220 among its holdings. This is a return to the name: PUREfi Wealth previously reported a position in IQV as recently as Q4 2024.

PUREfi Wealth first reported a position in IQV in Q4 2024 and has held it in 2 quarters since. The position peaked at $214K in Q4 2024. 607 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • PUREfi Wealth held 769 shares of IQVIA worth $207K as of Q3 2026.
  • IQVIA was a new PUREfi Wealth position in Q3 2026.
  • IQVIA made up 0.1% of PUREfi Wealth's portfolio in Q3 2026, its #220 holding.
  • PUREfi Wealth first reported a position in IQVIA in Q4 2024 and has held it in 2 quarters since.
  • PUREfi Wealth's IQVIA position peaked at $214K in Q4 2024.
  • 607 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.