RWM
IQV icon

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
Q2 		$5.02K Buy
26
+11
+73% +$1.92K ﹤0.01% 742
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 $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

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

Rialto Wealth Management increased its IQVIA (IQV) stake by 73% in Q2 2026, buying an estimated $1.92K and bringing the position to 26 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Rialto Wealth Management first reported a position in IQV in Q2 2025 and has held it in 5 quarters since. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Rialto Wealth Management held 26 shares of IQVIA worth $5.02K as of Q2 2026.
  • Rialto Wealth Management bought 11 IQVIA shares in Q2 2026, an estimated $1.92K.
  • IQVIA made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #742 holding.
  • Rialto Wealth Management first reported a position in IQVIA in Q2 2025 and has held it in 5 quarters since.
  • 1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.