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Retirement Wealth Solutions’s IQVIA IQV Stock Holding History

Retirement Wealth Solutions’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 		$7.53K Buy
28
+19
+211% +$4.59K ﹤0.01% 305
2026
Q2 		$1.74K Hold
9
– – ﹤0.01% 549
2026
Q1 		$1.53K Sell
9
-1
-10% -$195 ﹤0.01% 555
2025
Q4 		$2.25K Buy
10
+1
+11% +$218 ﹤0.01% 439
2025
Q3 		$1.71K Sell
9
-21
-70% -$3.82K ﹤0.01% 461
2025
Q2 		$4.73K Buy
30
+7
+30% +$1.05K ﹤0.01% 306
2025
Q1 		$4.05K Buy
+23
New +$4.46K ﹤0.01% 303

Other funds holding IQV

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Retirement Wealth Solutions's IQV Position: Q3 2026 in Review

Retirement Wealth Solutions increased its IQVIA (IQV) stake by 211% in Q3 2026, buying an estimated $4.59K and bringing the position to 28 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Retirement Wealth Solutions first reported a position in IQV in Q1 2025 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Retirement Wealth Solutions held 28 shares of IQVIA worth $7.53K as of Q3 2026.
  • Retirement Wealth Solutions bought 19 IQVIA shares in Q3 2026, an estimated $4.59K.
  • IQVIA made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #305 holding.
  • Retirement Wealth Solutions first reported a position in IQVIA in Q1 2025 and has held it in 7 quarters since.
  • 39 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.