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Revisor Wealth Management’s IQVIA IQV Stock Holding History

Revisor 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
Q2 		$291K Sell
1,508
-16
-1% -$2.79K 0.07% 300
2026
Q1 		$260K Buy
1,524
+38
+3% +$7.41K 0.07% 274
2025
Q4 		$345K Buy
+1,486
New +$323K 0.09% 217

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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Revisor Wealth Management's IQV Position: Q2 2026 in Review

Revisor Wealth Management reduced its IQVIA (IQV) stake by 1% in Q2 2026, selling an estimated $2.79K and leaving 1,508 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #300.

Revisor Wealth Management first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. The position peaked at $345K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Revisor Wealth Management held 1,508 shares of IQVIA worth $291K as of Q2 2026.
  • Revisor Wealth Management sold 16 IQVIA shares in Q2 2026, an estimated $2.79K.
  • IQVIA made up 0.07% of Revisor Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Revisor Wealth Management first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
  • Revisor Wealth Management's IQVIA position peaked at $345K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.