RFS
IQV icon

Richardson Financial Services’s IQVIA IQV Stock Holding History

Richardson Financial Services’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 		$72.5K Buy
+375
New +$65.4K 0.04% 269
2025
Q3 		– Sell
-4
Closed -$630 – 552
2025
Q2 		$630 Hold
4
– – ﹤0.01% 577
2025
Q1 		$705 Hold
4
– – ﹤0.01% 543
2024
Q4 		$786 Sell
4
-6
-60% -$1.26K ﹤0.01% 549
2024
Q3 		$2.22K Buy
10
+4
+67% +$944 ﹤0.01% 500
2024
Q2 		$1.27K Hold
6
– – ﹤0.01% 486
2024
Q1 		$1.52K Buy
+6
New +$1.4K ﹤0.01% 515

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 $3.37T 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

Richardson Financial Services's IQV Position: Q2 2026 in Review

Richardson Financial Services opened a new position in IQVIA (IQV) in Q2 2026: 375 shares worth $72.5K. The stake represents 0.04% of the portfolio and ranks #269 among its holdings. This is a return to the name: Richardson Financial Services previously reported a position in IQV as recently as Q2 2025.

Richardson Financial Services first reported a position in IQV in Q1 2024 and has held it in 7 quarters since. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Richardson Financial Services held 375 shares of IQVIA worth $72.5K as of Q2 2026.
  • IQVIA was a new Richardson Financial Services position in Q2 2026.
  • IQVIA made up 0.04% of Richardson Financial Services's portfolio in Q2 2026, its #269 holding.
  • Richardson Financial Services first reported a position in IQVIA in Q1 2024 and has held it in 7 quarters since.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.