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 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

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 $3.37T AUM 44.26% 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

Sigma Planning Corp's IQV Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in IQVIA (IQV) in Q2 2026: 1,810 shares worth $350K. The stake represents 0.01% of the portfolio and ranks #1071 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in IQV as recently as Q2 2021.

Sigma Planning Corp first reported a position in IQV in Q1 2019 and has held it in 7 quarters since. The position peaked at $722K in Q2 2021. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Sigma Planning Corp held 1,810 shares of IQVIA worth $350K as of Q2 2026.
IQVIA was a new Sigma Planning Corp position in Q2 2026.
IQVIA made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1071 holding.
Sigma Planning Corp first reported a position in IQVIA in Q1 2019 and has held it in 7 quarters since.
Sigma Planning Corp's IQVIA position peaked at $722K in Q2 2021.
1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.