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SYM Financial Corp’s IQVIA IQV Stock Holding History

SYM Financial Corp’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 		$296K Buy
1,534
+157
+11% +$27.4K 0.02% 261
2026
Q1 		$235K Sell
1,377
-275
-17% -$53.7K 0.02% 277
2025
Q4 		$372K Buy
1,652
+143
+9% +$31.1K 0.04% 182
2025
Q3 		$287K Buy
1,509
+141
+10% +$25.6K 0.03% 230
2025
Q2 		$216K Buy
+1,368
New +$206K 0.02% 293
2025
Q1 		– Sell
-1,619
Closed -$318K – 370
2024
Q4 		$318K Buy
+1,619
New +$341K 0.04% 146

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

SYM Financial Corp's IQV Position: Q2 2026 in Review

SYM Financial Corp increased its IQVIA (IQV) stake by 11% in Q2 2026, buying an estimated $27.4K and bringing the position to 1,534 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #261.

SYM Financial Corp first reported a position in IQV in Q4 2024 and has held it in 6 quarters since. The position peaked at $372K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • SYM Financial Corp held 1,534 shares of IQVIA worth $296K as of Q2 2026.
  • SYM Financial Corp bought 157 IQVIA shares in Q2 2026, an estimated $27.4K.
  • IQVIA made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #261 holding.
  • SYM Financial Corp first reported a position in IQVIA in Q4 2024 and has held it in 6 quarters since.
  • SYM Financial Corp's IQVIA position peaked at $372K in Q4 2025.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.