Sage Private Wealth Group’s IQVIA IQV Stock Holding History

Sage Private Wealth Group’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	$225K	Buy	+1,167	New	+$203K	0.1%	95
2022 Q4	–	Sell	-201	Closed	-$36K	–	117
2022 Q3	$36K	Hold	201	–	–	0.05%	92
2022 Q2	$44K	Hold	201	–	–	0.06%	85
2022 Q1	$46K	Hold	201	–	–	0.04%	90
2021 Q4	$56K	Hold	201	–	–	0.07%	80
2021 Q3	$48K	Hold	201	–	–	0.07%	82
2021 Q2	$49K	Hold	201	–	–	0.07%	80
2021 Q1	$39K	Hold	201	–	–	0.07%	94
2020 Q4	$36K	Buy	+201	New	+$33.9K	0.1%	86

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sage Private Wealth Group's IQV Position: Q2 2026 in Review

Sage Private Wealth Group opened a new position in IQVIA (IQV) in Q2 2026: 1,167 shares worth $225K. The stake represents 0.1% of the portfolio and ranks #95 among its holdings. This is a return to the name: Sage Private Wealth Group previously reported a position in IQV as recently as Q3 2022.

Sage Private Wealth Group first reported a position in IQV in Q4 2020 and has held it in 9 quarters since. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Sage Private Wealth Group held 1,167 shares of IQVIA worth $225K as of Q2 2026.
IQVIA was a new Sage Private Wealth Group position in Q2 2026.
IQVIA made up 0.1% of Sage Private Wealth Group's portfolio in Q2 2026, its #95 holding.
Sage Private Wealth Group first reported a position in IQVIA in Q4 2020 and has held it in 9 quarters since.
1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.