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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
Q2 		$394K Buy
2,038
+645
+46% +$112K 0.02% 317
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 $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

Sound View Wealth Advisors Group's IQV Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its IQVIA (IQV) stake by 46% in Q2 2026, buying an estimated $112K and bringing the position to 2,038 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #317.

Sound View Wealth Advisors Group first reported a position in IQV in Q2 2025 and has held it in 5 quarters since. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Sound View Wealth Advisors Group held 2,038 shares of IQVIA worth $394K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 645 IQVIA shares in Q2 2026, an estimated $112K.
  • IQVIA made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #317 holding.
  • Sound View Wealth Advisors Group first reported a position in IQVIA in Q2 2025 and has held it in 5 quarters since.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.