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Sound Income Strategies’s IQVIA IQV Stock Holding History

Sound Income Strategies’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 		– Sell
-7
Closed -$1.21K – 1418
2026
Q1 		$1.21K Sell
7
-13
-65% -$2.54K ﹤0.01% 2262
2025
Q4 		$4.75K Buy
20
+2
+11% +$435 ﹤0.01% 1830
2025
Q3 		$3.65K Hold
18
– – ﹤0.01% 1237
2025
Q2 		$2.84K Buy
18
+14
+350% +$2.11K ﹤0.01% 1205
2025
Q1 		$705 Hold
4
– – ﹤0.01% 1386
2024
Q4 		$786 Hold
4
– – ﹤0.01% 1308
2024
Q3 		$948 Hold
4
– – ﹤0.01% 1254
2024
Q2 		$846 Buy
+4
New +$909 ﹤0.01% 1225
2023
Q4 		– Sell
-12
Closed -$2.36K – 1361
2023
Q3 		$2.36K Sell
12
-6
-33% -$1.3K ﹤0.01% 878
2023
Q2 		$4.05K Hold
18
– – ﹤0.01% 777
2023
Q1 		$3.58K Buy
18
+8
+80% +$1.71K ﹤0.01% 750
2022
Q4 		$2.05K Hold
10
– – ﹤0.01% 762
2022
Q3 		$2K Sell
10
-15
-60% -$3.29K ﹤0.01% 711
2022
Q2 		$5K Sell
25
-19
-43% -$4.13K ﹤0.01% 589
2022
Q1 		$10K Sell
44
-10
-19% -$2.37K ﹤0.01% 478
2021
Q4 		$15K Hold
54
– – ﹤0.01% 416
2021
Q3 		$13K Sell
54
-10
-16% -$2.52K ﹤0.01% 416
2021
Q2 		$16K Buy
+64
New +$14.8K ﹤0.01% 387

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Sound Income Strategies's IQV Position: Q2 2026 in Review

Sound Income Strategies sold out of IQVIA (IQV) in Q2 2026, closing a stake of 7 shares — an estimated $1.21K sold.

Sound Income Strategies first reported a position in IQV in Q2 2021 and held it in 18 quarters. The position peaked at $16K in Q2 2021. 764 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Sound Income Strategies reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 7 IQVIA shares in Q2 2026, an estimated $1.21K.
  • Sound Income Strategies first reported a position in IQVIA in Q2 2021 and held it in 18 quarters.
  • Sound Income Strategies's IQVIA position peaked at $16K in Q2 2021.
  • 764 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.