QTR Family Wealth’s IQVIA IQV Stock Holding History

QTR Family 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 Q1	–	Sell	-1,161	Closed	-$212K	–	304
2025 Q4	$212K	Buy	1,161 +74	+7%	+$16.1K	0.09%	259
2025 Q3	$206K	Buy	+1,087	New	+$198K	0.1%	240

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

QTR Family Wealth's IQV Position: Q1 2026 in Review

QTR Family Wealth sold out of IQVIA (IQV) in Q1 2026, closing a stake of 1,161 shares — an estimated $212K sold.

QTR Family Wealth first reported a position in IQV in Q3 2025 and held it in 2 quarters. The position peaked at $212K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

QTR Family Wealth reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
QTR Family Wealth sold 1,161 IQVIA shares in Q1 2026, an estimated $212K.
QTR Family Wealth first reported a position in IQVIA in Q3 2025 and held it in 2 quarters.
QTR Family Wealth's IQVIA position peaked at $212K in Q4 2025.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.