SOS
IQV icon

Silver Oak Securities’s IQVIA IQV Stock Holding History

Silver Oak Securities’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 		$175K Buy
+904
New +$158K 0.01% 769
2026
Q1 		– Sell
-984
Closed -$224K – 826
2025
Q4 		$224K Buy
+984
New +$214K 0.02% 727
2025
Q1 		– Sell
-2,380
Closed -$470K – 680
2024
Q4 		$470K Buy
2,380
+363
+18% +$76.6K 0.04% 396
2024
Q3 		$474K Buy
2,017
+1,871
+1,282% +$442K 0.05% 341
2024
Q2 		$30.9K Buy
146
+40
+38% +$9.09K ﹤0.01% 453
2024
Q1 		$26.8K Sell
106
-2,738
-96% -$639K ﹤0.01% 454
2023
Q4 		$658K Buy
2,844
+2,596
+1,047% +$533K 0.09% 234
2023
Q3 		$48.8K Sell
248
-2,209
-90% -$480K 0.01% 378
2023
Q2 		$552K Buy
+2,457
New +$493K 0.09% 210
2022
Q4 		– Sell
-248
Closed -$48.8K – 381
2022
Q3 		$48.8K Buy
+248
New +$54.3K 0.01% 378

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

Silver Oak Securities's IQV Position: Q2 2026 in Review

Silver Oak Securities opened a new position in IQVIA (IQV) in Q2 2026: 904 shares worth $175K. The stake represents 0.01% of the portfolio and ranks #769 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in IQV as recently as Q4 2025.

Silver Oak Securities first reported a position in IQV in Q3 2022 and has held it in 10 quarters since. The position peaked at $658K in Q4 2023. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Silver Oak Securities held 904 shares of IQVIA worth $175K as of Q2 2026.
  • IQVIA was a new Silver Oak Securities position in Q2 2026.
  • IQVIA made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #769 holding.
  • Silver Oak Securities first reported a position in IQVIA in Q3 2022 and has held it in 10 quarters since.
  • Silver Oak Securities's IQVIA position peaked at $658K in Q4 2023.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.