Secure Asset Management’s IQVIA IQV Stock Holding History

Secure Asset 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 Q1	–	Sell	-896	Closed	-$202K	–	352
2025 Q4	$202K	Buy	+896	New	+$195K	0.03%	329

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Secure Asset Management's IQV Position: Q1 2026 in Review

Secure Asset Management sold out of IQVIA (IQV) in Q1 2026, closing a stake of 896 shares — an estimated $202K sold.

Secure Asset Management first reported a position in IQV in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 1,067 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Secure Asset Management reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
Secure Asset Management sold 896 IQVIA shares in Q1 2026, an estimated $202K.
Secure Asset Management first reported a position in IQVIA in Q4 2025 and held it in 1 quarter.
Secure Asset Management's IQVIA position peaked at $202K in Q4 2025.
1,067 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.