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 Q2	$4.64K	Buy	24 +6	+33%	+$1.05K	﹤0.01%	490
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 $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFC Financial Management's IQV Position: Q2 2026 in Review

TFC Financial Management increased its IQVIA (IQV) stake by 33% in Q2 2026, buying an estimated $1.05K and bringing the position to 24 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

TFC Financial Management first reported a position in IQV in Q3 2020 and has held it in 24 quarters since. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

TFC Financial Management held 24 shares of IQVIA worth $4.64K as of Q2 2026.
TFC Financial Management bought 6 IQVIA shares in Q2 2026, an estimated $1.05K.
IQVIA made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #490 holding.
TFC Financial Management first reported a position in IQVIA in Q3 2020 and has held it in 24 quarters since.
1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.