Sigma Planning Corp
IQV icon

Sigma Planning Corp’s IQVIA IQV Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-1,810
Closed -$350K – 1380
2026
Q2 		$350K Buy
+1,810
New +$316K 0.01% 1071
2021
Q3 		– Sell
-2,981
Closed -$722K – 1437
2021
Q2 		$722K Buy
+2,981
New +$688K 0.02% 672
2020
Q2 		– Sell
-2,037
Closed -$220K – 1081
2020
Q1 		$220K Buy
2,037
+208
+11% +$29.7K 0.01% 751
2019
Q4 		$283K Sell
1,829
-61
-3% -$8.91K 0.01% 827
2019
Q3 		$282K Sell
1,890
-83
-4% -$12.9K 0.01% 792
2019
Q2 		$317K Sell
1,973
-2,123
-52% -$298K 0.02% 710
2019
Q1 		$589K Buy
+4,096
New +$546K 0.03% 471

Other funds holding IQV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sigma Planning Corp's IQV Position: Q3 2026 in Review

Sigma Planning Corp sold out of IQVIA (IQV) in Q3 2026, closing a stake of 1,810 shares — an estimated $350K sold.

Sigma Planning Corp first reported a position in IQV in Q1 2019 and held it in 7 quarters. The position peaked at $722K in Q2 2021. 601 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Sigma Planning Corp reported no remaining IQVIA position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 1,810 IQVIA shares in Q3 2026, an estimated $350K.
  • Sigma Planning Corp first reported a position in IQVIA in Q1 2019 and held it in 7 quarters.
  • Sigma Planning Corp's IQVIA position peaked at $722K in Q2 2021.
  • 601 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.