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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
Q2 		$9.21M Sell
47,643
-1,113
-2% -$194K 0.92% 18
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
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

Sendero Wealth Management's IQV Position: Q2 2026 in Review

Sendero Wealth Management reduced its IQVIA (IQV) stake by 2.3% in Q2 2026, selling an estimated $194K and leaving 47,643 shares worth $9.21M. The position accounts for 0.92% of the portfolio, ranked #18.

Sendero Wealth Management first reported a position in IQV in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.7M in Q4 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Sendero Wealth Management held 47,643 shares of IQVIA worth $9.21M as of Q2 2026.
  • Sendero Wealth Management sold 1,113 IQVIA shares in Q2 2026, an estimated $194K.
  • IQVIA made up 0.92% of Sendero Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Sendero Wealth Management first reported a position in IQVIA in Q3 2023 and has held it in 12 quarters since.
  • Sendero Wealth Management's IQVIA position peaked at $10.7M in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.