RCA
IQV icon

Resonant Capital Advisors’s IQVIA IQV Stock Holding History

Resonant Capital 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 		$213K Buy
+1,100
New +$192K 0.01% 502
2026
Q1 		– Sell
-1,094
Closed -$247K – 508
2025
Q4 		$247K Sell
1,094
-13
-1% -$2.83K 0.01% 382
2025
Q3 		$210K Buy
+1,107
New +$201K 0.01% 414

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Resonant Capital Advisors's IQV Position: Q2 2026 in Review

Resonant Capital Advisors opened a new position in IQVIA (IQV) in Q2 2026: 1,100 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Resonant Capital Advisors previously reported a position in IQV as recently as Q4 2025.

Resonant Capital Advisors first reported a position in IQV in Q3 2025 and has held it in 3 quarters since. The position peaked at $247K in Q4 2025. 578 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Resonant Capital Advisors held 1,100 shares of IQVIA worth $213K as of Q2 2026.
  • IQVIA was a new Resonant Capital Advisors position in Q2 2026.
  • IQVIA made up 0.01% of Resonant Capital Advisors's portfolio in Q2 2026, its #502 holding.
  • Resonant Capital Advisors first reported a position in IQVIA in Q3 2025 and has held it in 3 quarters since.
  • Resonant Capital Advisors's IQVIA position peaked at $247K in Q4 2025.
  • 578 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.