Summit Financial’s IQVIA IQV Stock Holding History

Summit Financial’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 Q3	$210K	Buy	+781	New	+$189K	﹤0.01%	1509

Other funds holding IQV

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Summit Financial's IQV Position: Q3 2026 in Review

Summit Financial opened a new position in IQVIA (IQV) in Q3 2026: 781 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1509 among its holdings.

869 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

Summit Financial held 781 shares of IQVIA worth $210K as of Q3 2026.
IQVIA was a new Summit Financial position in Q3 2026.
IQVIA made up ﹤0.01% of Summit Financial's portfolio in Q3 2026, its #1509 holding.
869 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Summit Financial's 13F filing for Q3 2026, filed 12 Nov 2026.