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Rialto Wealth Management’s IQVIA IQV Stock Holding History

Rialto 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
Q1 		$2.56K Buy
15
+6
+67% +$1.17K ﹤0.01% 779
2025
Q4 		$2.03K Buy
9
+2
+29% +$435 ﹤0.01% 742
2025
Q3 		$1.33K Buy
7
+4
+133% +$727 ﹤0.01% 816
2025
Q2 		$473 Buy
+3
New +$452 ﹤0.01% 1188

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Rialto Wealth Management's IQV Position: Q1 2026 in Review

Rialto Wealth Management increased its IQVIA (IQV) stake by 67% in Q1 2026, buying an estimated $1.17K and bringing the position to 15 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Rialto Wealth Management first reported a position in IQV in Q2 2025 and has held it in 4 quarters since. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Rialto Wealth Management held 15 shares of IQVIA worth $2.56K as of Q1 2026.
  • Rialto Wealth Management bought 6 IQVIA shares in Q1 2026, an estimated $1.17K.
  • IQVIA made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #779 holding.
  • Rialto Wealth Management first reported a position in IQVIA in Q2 2025 and has held it in 4 quarters since.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.