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Spire Wealth Management’s IQVIA IQV Stock Holding History

Spire 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 		$110K Sell
567
-199
-26% -$34.7K ﹤0.01% 953
2026
Q1 		$131K Sell
766
-64
-8% -$12.5K ﹤0.01% 907
2025
Q4 		$187K Buy
830
+89
+12% +$19.4K 0.01% 809
2025
Q3 		$141K Buy
741
+37
+5% +$6.73K ﹤0.01% 886
2025
Q2 		$111K Sell
704
-27
-4% -$4.07K ﹤0.01% 935
2025
Q1 		$129K Sell
731
-2
-0.3% -$388 ﹤0.01% 942
2024
Q4 		$144K Buy
733
+220
+43% +$46.4K ﹤0.01% 920
2024
Q3 		$122K Sell
513
-207
-29% -$48.9K ﹤0.01% 851
2024
Q2 		$152K Sell
720
-29
-4% -$6.59K 0.01% 792
2024
Q1 		$189K Sell
749
-267
-26% -$62.3K ﹤0.01% 779
2023
Q4 		$219K Buy
1,016
+85
+9% +$17.5K 0.01% 735
2023
Q3 		$183K Sell
931
-12,767
-93% -$2.77M 0.01% 738
2023
Q2 		$3.08M Sell
13,698
-33
-0.2% -$6.63K 0.11% 176
2023
Q1 		$2.73M Buy
13,731
+13,564
+8,122% +$2.9M 0.11% 188
2022
Q4 		$34K Buy
167
+48
+40% +$9.73K ﹤0.01% 1136
2022
Q3 		$22K Sell
119
-1,070
-90% -$234K ﹤0.01% 1293
2022
Q2 		$258K Sell
1,189
-665
-36% -$144K 0.01% 675
2022
Q1 		$434K Sell
1,854
-2,932
-61% -$694K 0.01% 616
2021
Q4 		$1.35M Buy
4,786
+3,485
+268% +$904K 0.03% 391
2021
Q3 		$312K Hold
1,301
– – 0.01% 737
2021
Q2 		$315K Sell
1,301
-4,509
-78% -$1.04M 0.01% 754
2021
Q1 		$1.12M Buy
+5,810
New +$1.09M 0.03% 407

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

Spire Wealth Management's IQV Position: Q2 2026 in Review

Spire Wealth Management reduced its IQVIA (IQV) stake by 26% in Q2 2026, selling an estimated $34.7K and leaving 567 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Spire Wealth Management first reported a position in IQV in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.08M in Q2 2023. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Spire Wealth Management held 567 shares of IQVIA worth $110K as of Q2 2026.
  • Spire Wealth Management sold 199 IQVIA shares in Q2 2026, an estimated $34.7K.
  • IQVIA made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #953 holding.
  • Spire Wealth Management first reported a position in IQVIA in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's IQVIA position peaked at $3.08M in Q2 2023.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.