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Strategic Wealth Partners’s IQVIA IQV Stock Holding History

Strategic Wealth Partners’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
-3
Closed -$512 – 1515
2026
Q1 		$512 Buy
+3
New +$585 ﹤0.01% 1316
2025
Q4 		– Sell
-7
Closed -$1.33K – 1512
2025
Q3 		$1.33K Buy
+7
New +$1.27K ﹤0.01% 1198
2019
Q4 		– Sell
-104
Closed -$15 – 306
2019
Q3 		$15 Sell
104
-221
-68% -$34.4K ﹤0.01% 431
2019
Q2 		$52K Sell
325
-298
-48% -$41.8K 0.03% 228
2019
Q1 		$90K Sell
623
-52
-8% -$6.93K 0.04% 190
2018
Q4 		$83K Sell
675
-85
-11% -$10.3K 0.04% 194
2018
Q3 		$99K Sell
760
-206
-21% -$24.7K 0.05% 180
2018
Q2 		$96K Sell
966
-2,144
-69% -$214K 0.06% 200
2018
Q1 		$305K Buy
+3,110
New +$314K 0.16% 131

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

Strategic Wealth Partners's IQV Position: Q2 2026 in Review

Strategic Wealth Partners sold out of IQVIA (IQV) in Q2 2026, closing a stake of 3 shares — an estimated $512 sold.

Strategic Wealth Partners first reported a position in IQV in Q1 2018 and held it in 9 quarters. The position peaked at $305K in Q1 2018. 1,086 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Strategic Wealth Partners reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 3 IQVIA shares in Q2 2026, an estimated $512.
  • Strategic Wealth Partners first reported a position in IQVIA in Q1 2018 and held it in 9 quarters.
  • Strategic Wealth Partners's IQVIA position peaked at $305K in Q1 2018.
  • 1,086 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.