TFC Financial Management’s IQVIA IQV Stock Holding History

TFC Financial Management’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	$3.07K	Buy	18 +1	+6%	+$195	﹤0.01%	501
2025 Q4	$3.83K	Hold	17	–	–	﹤0.01%	473
2025 Q3	$3.23K	Hold	17	–	–	﹤0.01%	498
2025 Q2	$2.68K	Hold	17	–	–	﹤0.01%	478
2025 Q1	$3K	Hold	17	–	–	﹤0.01%	447
2024 Q4	$3.34K	Hold	17	–	–	﹤0.01%	451
2024 Q3	$4.03K	Hold	17	–	–	﹤0.01%	441
2024 Q2	$3.6K	Sell	17 -1	-6%	-$227	﹤0.01%	425
2024 Q1	$4.55K	Buy	18 +1	+6%	+$233	﹤0.01%	394
2023 Q4	$3.93K	Sell	17 -3	-15%	-$616	﹤0.01%	398
2023 Q3	$3.94K	Hold	20	–	–	﹤0.01%	406
2023 Q2	$4.5K	Buy	20 +6	+43%	+$1.21K	﹤0.01%	379
2023 Q1	$2.79K	Hold	14	–	–	﹤0.01%	436
2022 Q4	$2.87K	Hold	14	–	–	﹤0.01%	367
2022 Q3	$3K	Hold	14	–	–	﹤0.01%	374
2022 Q2	$3K	Hold	14	–	–	﹤0.01%	367
2022 Q1	$3K	Hold	14	–	–	﹤0.01%	378
2021 Q4	$4K	Hold	14	–	–	﹤0.01%	408
2021 Q3	$3K	Hold	14	–	–	﹤0.01%	418
2021 Q2	$3K	Hold	14	–	–	﹤0.01%	404
2021 Q1	$3K	Hold	14	–	–	﹤0.01%	396
2020 Q4	$3K	Hold	14	–	–	﹤0.01%	392
2020 Q3	$2K	Buy	+14	New	+$2.19K	﹤0.01%	405

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TFC Financial Management's IQV Position: Q1 2026 in Review

TFC Financial Management increased its IQVIA (IQV) stake by 5.9% in Q1 2026, buying an estimated $195 and bringing the position to 18 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

TFC Financial Management first reported a position in IQV in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.55K in Q1 2024. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

TFC Financial Management held 18 shares of IQVIA worth $3.07K as of Q1 2026.
TFC Financial Management bought 1 IQVIA share in Q1 2026, an estimated $195.
IQVIA made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #501 holding.
TFC Financial Management first reported a position in IQVIA in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's IQVIA position peaked at $4.55K in Q1 2024.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.