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Sound View Wealth Advisors Group’s IQVIA IQV Stock Holding History

Sound View Wealth Advisors Group’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
Q1 		$238K Sell
1,393
-66
-5% -$12.9K 0.02% 381
2025
Q4 		$329K Sell
1,459
-287
-16% -$62.4K 0.02% 342
2025
Q3 		$332K Buy
1,746
+39
+2% +$7.09K 0.02% 339
2025
Q2 		$269K Buy
+1,707
New +$257K 0.02% 362

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sound View Wealth Advisors Group's IQV Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its IQVIA (IQV) stake by 4.5% in Q1 2026, selling an estimated $12.9K and leaving 1,393 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #381.

Sound View Wealth Advisors Group first reported a position in IQV in Q2 2025 and has held it in 4 quarters since. The position peaked at $332K in Q3 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Sound View Wealth Advisors Group held 1,393 shares of IQVIA worth $238K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 66 IQVIA shares in Q1 2026, an estimated $12.9K.
  • IQVIA made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #381 holding.
  • Sound View Wealth Advisors Group first reported a position in IQVIA in Q2 2025 and has held it in 4 quarters since.
  • Sound View Wealth Advisors Group's IQVIA position peaked at $332K in Q3 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.