Quaker Wealth Management
IQV icon

Quaker Wealth Management’s IQVIA IQV Stock Holding History

Quaker Wealth Management’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 		$269 Hold
1
– – ﹤0.01% 827
2026
Q2 		$194 Sell
1
-1
-50% -$174 ﹤0.01% 879
2026
Q1 		$342 Buy
2
+1
+100% +$195 ﹤0.01% 795
2025
Q4 		$226 Hold
1
– – ﹤0.01% 863
2025
Q3 		$190 Buy
+1
New +$182 ﹤0.01% 786

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Quaker Wealth Management's IQV Position: Q3 2026 in Review

Quaker Wealth Management held its IQVIA (IQV) position steady in Q3 2026 at 1 share worth $269. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Quaker Wealth Management first reported a position in IQV in Q3 2025 and has held it in 5 quarters since. The position peaked at $342 in Q1 2026. 1,016 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Quaker Wealth Management held 1 share of IQVIA worth $269 as of Q3 2026.
  • Quaker Wealth Management left its IQVIA share count unchanged in Q3 2026.
  • IQVIA made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #827 holding.
  • Quaker Wealth Management first reported a position in IQVIA in Q3 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's IQVIA position peaked at $342 in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.