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Summit Securities Group’s IQVIA IQV Stock Holding History

Summit Securities Group’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 		$7.54K Buy
39
+11
+39% +$1.92K ﹤0.01% 894
2026
Q1 		$4.78K Sell
28
-224
-89% -$43.7K ﹤0.01% 808
2025
Q4 		$56.8K Sell
252
-40
-14% -$8.7K 0.01% 586
2025
Q3 		$55.5K Buy
292
+181
+163% +$32.9K 0.01% 538
2025
Q2 		$17.5K Buy
+111
New +$16.7K ﹤0.01% 752
2024
Q1 		– Sell
-1
Closed – – 685
2023
Q4 		$0 Buy
+1
New +$205 ﹤0.01% 786
2023
Q3 		– Sell
-243
Closed -$55K – 792
2023
Q2 		$55K Sell
243
-122
-33% -$24.5K 0.01% 390
2023
Q1 		$73K Sell
365
-1,292
-78% -$276K 0.01% 354
2022
Q4 		$340K Buy
1,657
+873
+111% +$177K 0.01% 315
2022
Q3 		$142K Buy
784
+389
+98% +$85.2K 0.01% 479
2022
Q2 		$86K Buy
395
+316
+400% +$68.6K 0.01% 437
2022
Q1 		$18K Buy
+79
New +$18.7K ﹤0.01% 731
2015
Q4 		– Sell
-5,622
Closed -$391K – 365
2015
Q3 		$391K Buy
+5,622
New +$421K 0.28% 50

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

Summit Securities Group's IQV Position: Q2 2026 in Review

Summit Securities Group increased its IQVIA (IQV) stake by 39% in Q2 2026, buying an estimated $1.92K and bringing the position to 39 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Summit Securities Group first reported a position in IQV in Q3 2015 and has held it in 13 quarters since. The position peaked at $391K in Q3 2015. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Summit Securities Group held 39 shares of IQVIA worth $7.54K as of Q2 2026.
  • Summit Securities Group bought 11 IQVIA shares in Q2 2026, an estimated $1.92K.
  • IQVIA made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #894 holding.
  • Summit Securities Group first reported a position in IQVIA in Q3 2015 and has held it in 13 quarters since.
  • Summit Securities Group's IQVIA position peaked at $391K in Q3 2015.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.