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Sagespring Wealth Partners’s IQVIA IQV Stock Holding History

Sagespring Wealth Partners’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 		$984K Sell
5,092
-1,048
-17% -$183K 0.02% 354
2026
Q1 		$1.05M Buy
6,140
+16
+0.3% +$3.12K 0.02% 310
2025
Q4 		$1.38M Sell
6,124
-81
-1% -$17.6K 0.03% 249
2025
Q3 		$1.18M Buy
6,205
+130
+2% +$23.6K 0.02% 273
2025
Q2 		$957K Buy
6,075
+214
+4% +$32.2K 0.02% 291
2025
Q1 		$1.03M Buy
5,861
+1,215
+26% +$236K 0.03% 239
2024
Q4 		$913K Buy
+4,646
New +$980K 0.02% 236

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

Sagespring Wealth Partners's IQV Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its IQVIA (IQV) stake by 17% in Q2 2026, selling an estimated $183K and leaving 5,092 shares worth $984K. The position accounts for 0.02% of the portfolio, ranked #354.

Sagespring Wealth Partners first reported a position in IQV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q4 2025. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Sagespring Wealth Partners held 5,092 shares of IQVIA worth $984K as of Q2 2026.
  • Sagespring Wealth Partners sold 1,048 IQVIA shares in Q2 2026, an estimated $183K.
  • IQVIA made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #354 holding.
  • Sagespring Wealth Partners first reported a position in IQVIA in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's IQVIA position peaked at $1.38M in Q4 2025.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.