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Sowell Financial Services’s IQVIA IQV Stock Holding History

Sowell Financial Services’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 		$877K Sell
4,538
-361
-7% -$63K 0.03% 493
2026
Q1 		$835K Buy
4,899
+153
+3% +$29.9K 0.03% 483
2025
Q4 		$1.07M Buy
4,746
+2,695
+131% +$586K 0.04% 417
2025
Q3 		$390K Buy
2,051
+2
+0.1% +$364 0.01% 721
2025
Q2 		$323K Buy
2,049
+320
+19% +$48.2K 0.01% 752
2025
Q1 		$305K Buy
+1,729
New +$335K 0.01% 756
2021
Q2 		– Sell
-7,472
Closed -$1.73M – 1599
2021
Q1 		$1.73M Buy
7,472
+680
+10% +$128K 0.06% 276
2020
Q4 		$1.22M Buy
6,792
+1,736
+34% +$293K 0.05% 285
2020
Q3 		$797K Sell
5,056
-1,420
-22% -$223K 0.04% 351
2020
Q2 		$919K Sell
6,476
-6,808
-51% -$923K 0.05% 294
2020
Q1 		$1.43M Buy
13,284
+10,170
+327% +$1.45M 0.11% 195
2019
Q4 		$481K Buy
3,114
+506
+19% +$73.9K 0.04% 462
2019
Q3 		$390K Buy
+2,608
New +$406K 0.03% 470

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

Sowell Financial Services's IQV Position: Q2 2026 in Review

Sowell Financial Services reduced its IQVIA (IQV) stake by 7.4% in Q2 2026, selling an estimated $63K and leaving 4,538 shares worth $877K. The position accounts for 0.03% of the portfolio, ranked #493.

Sowell Financial Services first reported a position in IQV in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.73M in Q1 2021. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Sowell Financial Services held 4,538 shares of IQVIA worth $877K as of Q2 2026.
  • Sowell Financial Services sold 361 IQVIA shares in Q2 2026, an estimated $63K.
  • IQVIA made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #493 holding.
  • Sowell Financial Services first reported a position in IQVIA in Q3 2019 and has held it in 13 quarters since.
  • Sowell Financial Services's IQVIA position peaked at $1.73M in Q1 2021.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.