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Smith Salley Wealth Management’s IQVIA IQV Stock Holding History

Smith Salley 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 		$2.58M Buy
13,330
+343
+3% +$59.8K 0.11% 113
2026
Q1 		$2.21M Buy
12,987
+71
+0.5% +$13.9K 0.11% 120
2025
Q4 		$2.91M Buy
12,916
+132
+1% +$28.7K 0.14% 103
2025
Q3 		$2.43M Buy
12,784
+473
+4% +$86K 0.13% 112
2025
Q2 		$1.94M Buy
12,311
+739
+6% +$111K 0.11% 117
2025
Q1 		$2.04M Buy
11,572
+466
+4% +$90.4K 0.13% 108
2024
Q4 		$2.18M Buy
11,106
+713
+7% +$150K 0.14% 100
2024
Q3 		$2.46M Buy
10,393
+377
+4% +$89K 0.16% 92
2024
Q2 		$2.12M Buy
10,016
+1,071
+12% +$243K 0.15% 91
2024
Q1 		$2.26M Buy
8,945
+2,118
+31% +$494K 0.18% 88
2023
Q4 		$1.58M Buy
6,827
+340
+5% +$69.8K 0.1% 119
2023
Q3 		$1.28M Buy
6,487
+422
+7% +$91.6K 0.09% 117
2023
Q2 		$1.36M Buy
6,065
+69
+1% +$13.9K 0.1% 116
2023
Q1 		$1.19M Sell
5,996
-73
-1% -$15.6K 0.09% 120
2022
Q4 		$1.24M Sell
6,069
-21
-0.3% -$4.26K 0.11% 122
2022
Q3 		$1.1M Buy
6,090
+437
+8% +$95.7K 0.1% 121
2022
Q2 		$1.23M Sell
5,653
-78
-1% -$16.9K 0.11% 125
2022
Q1 		$1.32M Sell
5,731
-768
-12% -$182K 0.1% 126
2021
Q4 		$1.83M Buy
6,499
+853
+15% +$221K 0.13% 119
2021
Q3 		$1.35M Buy
5,646
+868
+18% +$219K 0.11% 124
2021
Q2 		$1.16M Buy
4,778
+476
+11% +$110K 0.09% 132
2021
Q1 		$831K Buy
4,302
+18
+0.4% +$3.38K 0.07% 135
2020
Q4 		$768K Buy
4,284
+1,036
+32% +$175K 0.08% 129
2020
Q3 		$512K Buy
3,248
+76
+2% +$11.9K 0.06% 128
2020
Q2 		$450K Buy
3,172
+493
+18% +$66.8K 0.06% 132
2020
Q1 		$289K Buy
2,679
+389
+17% +$55.6K 0.05% 152
2019
Q4 		$354K Buy
2,290
+131
+6% +$19.1K 0.05% 154
2019
Q3 		$323K Buy
2,159
+224
+12% +$34.9K 0.05% 159
2019
Q2 		$311K Buy
1,935
+137
+8% +$19.2K 0.05% 161
2019
Q1 		$259K Buy
+1,798
New +$240K 0.04% 158

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

Smith Salley Wealth Management's IQV Position: Q2 2026 in Review

Smith Salley Wealth Management increased its IQVIA (IQV) stake by 2.6% in Q2 2026, buying an estimated $59.8K and bringing the position to 13,330 shares worth $2.58M. The position accounts for 0.11% of the portfolio, ranked #113.

Smith Salley Wealth Management first reported a position in IQV in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.91M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Smith Salley Wealth Management held 13,330 shares of IQVIA worth $2.58M as of Q2 2026.
  • Smith Salley Wealth Management bought 343 IQVIA shares in Q2 2026, an estimated $59.8K.
  • IQVIA made up 0.11% of Smith Salley Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Smith Salley Wealth Management first reported a position in IQVIA in Q1 2019 and has held it in 30 quarters since.
  • Smith Salley Wealth Management's IQVIA position peaked at $2.91M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.