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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
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 $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

Sagespring Wealth Partners's IQV Position: Q1 2026 in Review

Sagespring Wealth Partners increased its IQVIA (IQV) stake by 0.26% in Q1 2026, buying an estimated $3.12K and bringing the position to 6,140 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #310.

Sagespring Wealth Partners first reported a position in IQV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q4 2025. 1,067 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Sagespring Wealth Partners held 6,140 shares of IQVIA worth $1.05M as of Q1 2026.
  • Sagespring Wealth Partners bought 16 IQVIA shares in Q1 2026, an estimated $3.12K.
  • IQVIA made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #310 holding.
  • Sagespring Wealth Partners first reported a position in IQVIA in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's IQVIA position peaked at $1.38M in Q4 2025.
  • 1,067 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.