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 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 $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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return

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

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

SHP Wealth Management increased its IQVIA (IQV) stake by 218% in Q1 2026, buying an estimated $4.68K and bringing the position to 35 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

SHP Wealth Management first reported a position in IQV in Q4 2025 and has held it in 2 quarters since. 1,069 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

SHP Wealth Management held 35 shares of IQVIA worth $6.04K as of Q1 2026.
SHP Wealth Management bought 24 IQVIA shares in Q1 2026, an estimated $4.68K.
IQVIA made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1025 holding.
SHP Wealth Management first reported a position in IQVIA in Q4 2025 and has held it in 2 quarters since.
1,069 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.