SHP Wealth Management’s IQVIA IQV Stock Holding History

SHP 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	$7.04K	Buy	36 +1	+3%	+$174	﹤0.01%	1072
2026 Q1	$6.04K	Buy	35 +24	+218%	+$4.68K	﹤0.01%	1025
2025 Q4	$2.58K	Buy	+11	New	+$2.39K	﹤0.01%	1091

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SHP Wealth Management increased its IQVIA (IQV) stake by 2.9% in Q2 2026, buying an estimated $174 and bringing the position to 36 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

SHP Wealth Management first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

SHP Wealth Management held 36 shares of IQVIA worth $7.04K as of Q2 2026.
SHP Wealth Management bought 1 IQVIA share in Q2 2026, an estimated $174.
IQVIA made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1072 holding.
SHP Wealth Management first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.