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Stratos Wealth Partners’s IQVIA IQV Stock Holding History

Stratos 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
Q1 		$1.22M Sell
7,148
-744
-9% -$145K 0.01% 726
2025
Q4 		$1.78M Sell
7,892
-283
-3% -$61.6K 0.02% 573
2025
Q3 		$1.55M Buy
8,175
+1,026
+14% +$187K 0.02% 609
2025
Q2 		$1.13M Buy
7,149
+681
+11% +$103K 0.02% 655
2025
Q1 		$1.14M Buy
6,468
+743
+13% +$144K 0.02% 611
2024
Q4 		$1.13M Sell
5,725
-319
-5% -$67.3K 0.02% 653
2024
Q3 		$1.43M Sell
6,044
-140
-2% -$33K 0.02% 552
2024
Q2 		$1.31M Buy
6,184
+130
+2% +$29.5K 0.02% 562
2024
Q1 		$1.53M Sell
6,054
-653
-10% -$152K 0.03% 511
2023
Q4 		$1.55M Sell
6,707
-32
-0.5% -$6.57K 0.03% 481
2023
Q3 		$1.33M Buy
6,739
+404
+6% +$87.7K 0.03% 482
2023
Q2 		$1.42M Buy
6,335
+873
+16% +$175K 0.03% 429
2023
Q1 		$1.09M Sell
5,462
-878
-14% -$188K 0.03% 462
2022
Q4 		$1.3M Buy
6,340
+225
+4% +$45.6K 0.03% 441
2022
Q3 		$1.11M Sell
6,115
-85
-1% -$18.6K 0.03% 452
2022
Q2 		$1.34M Sell
6,200
-964
-13% -$209K 0.03% 415
2022
Q1 		$1.66M Buy
7,164
+69
+1% +$16.3K 0.04% 414
2021
Q4 		$2M Sell
7,095
-703
-9% -$182K 0.04% 353
2021
Q3 		$1.87M Sell
7,798
-2,456
-24% -$620K 0.05% 339
2021
Q2 		$2.48M Sell
10,254
-1,520
-13% -$351K 0.06% 283
2021
Q1 		$2.27M Sell
11,774
-189
-2% -$35.5K 0.06% 267
2020
Q4 		$2.14M Buy
11,963
+383
+3% +$64.5K 0.06% 264
2020
Q3 		$1.82M Buy
11,580
+4,313
+59% +$676K 0.06% 274
2020
Q2 		$1.03M Buy
7,267
+1,671
+30% +$226K 0.04% 374
2020
Q1 		$604K Buy
+5,596
New +$800K 0.03% 463
2018
Q4 		– Sell
-6
Closed -$1K – 1640
2018
Q3 		$1K Sell
6
-10,657
-100% -$1.28M ﹤0.01% 2847
2018
Q2 		$1.06M Buy
10,663
+10,297
+2,813% +$1.03M 0.05% 349
2018
Q1 		$36K Buy
+366
New +$37K ﹤0.01% 1748

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

Stratos Wealth Partners's IQV Position: Q1 2026 in Review

Stratos Wealth Partners reduced its IQVIA (IQV) stake by 9.4% in Q1 2026, selling an estimated $145K and leaving 7,148 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #726.

Stratos Wealth Partners first reported a position in IQV in Q1 2018 and has held it in 28 quarters since. The position peaked at $2.48M in Q2 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Stratos Wealth Partners held 7,148 shares of IQVIA worth $1.22M as of Q1 2026.
  • Stratos Wealth Partners sold 744 IQVIA shares in Q1 2026, an estimated $145K.
  • IQVIA made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #726 holding.
  • Stratos Wealth Partners first reported a position in IQVIA in Q1 2018 and has held it in 28 quarters since.
  • Stratos Wealth Partners's IQVIA position peaked at $2.48M in Q2 2021.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.