Sendero Wealth Management’s IQVIA IQV Stock Holding History

Sendero Wealth 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	$8.31M	Buy	48,756 +1,353	+3%	+$264K	0.92%	20
2025 Q4	$10.7M	Sell	47,403 -3,733	-7%	-$812K	1.18%	12
2025 Q3	$9.71M	Sell	51,136 -495	-1%	-$90K	1.14%	15
2025 Q2	$8.14M	Sell	51,631 -855	-2%	-$129K	1.02%	20
2025 Q1	$9.25M	Buy	52,486 +7,265	+16%	+$1.41M	1.28%	17
2024 Q4	$8.89M	Buy	45,221 +9,153	+25%	+$1.93M	1.32%	15
2024 Q3	$8.55M	Buy	36,068 +1,898	+6%	+$448K	1.35%	15
2024 Q2	$7.22M	Buy	34,170 +1,048	+3%	+$238K	1.22%	18
2024 Q1	$8.38M	Buy	33,122 +229	+0.7%	+$53.5K	1.44%	12
2023 Q4	$7.61M	Buy	32,893 +11,835	+56%	+$2.43M	1.43%	12
2023 Q3	$4.14M	Buy	+21,058	New	+$4.57M	0.89%	22

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

Sendero Wealth Management's IQV Position: Q1 2026 in Review

Sendero Wealth Management increased its IQVIA (IQV) stake by 2.9% in Q1 2026, buying an estimated $264K and bringing the position to 48,756 shares worth $8.31M. The position accounts for 0.92% of the portfolio, ranked #20.

Sendero Wealth Management first reported a position in IQV in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.7M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Sendero Wealth Management held 48,756 shares of IQVIA worth $8.31M as of Q1 2026.
Sendero Wealth Management bought 1,353 IQVIA shares in Q1 2026, an estimated $264K.
IQVIA made up 0.92% of Sendero Wealth Management's portfolio in Q1 2026, its #20 holding.
Sendero Wealth Management first reported a position in IQVIA in Q3 2023 and has held it in 11 quarters since.
Sendero Wealth Management's IQVIA position peaked at $10.7M in Q4 2025.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.