Thrive Wealth Management’s IQVIA IQV Stock Holding History

Thrive Wealth 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	–	Sell	-968	Closed	-$218K	–	245
2025 Q4	$218K	Buy	+968	New	+$211K	0.03%	217

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

Thrive Wealth Management's IQV Position: Q1 2026 in Review

Thrive Wealth Management sold out of IQVIA (IQV) in Q1 2026, closing a stake of 968 shares — an estimated $218K sold.

Thrive Wealth Management first reported a position in IQV in Q4 2025 and held it in 1 quarter. The position peaked at $218K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Thrive Wealth Management reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
Thrive Wealth Management sold 968 IQVIA shares in Q1 2026, an estimated $218K.
Thrive Wealth Management first reported a position in IQVIA in Q4 2025 and held it in 1 quarter.
Thrive Wealth Management's IQVIA position peaked at $218K in Q4 2025.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Thrive Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.