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Tradewinds Capital Management’s IQVIA IQV Stock Holding History

Tradewinds Capital 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 		$580 Hold
3
– – ﹤0.01% 639
2026
Q1 		$512 Hold
3
– – ﹤0.01% 648
2025
Q4 		$677 Hold
3
– – ﹤0.01% 604
2025
Q3 		$570 Hold
3
– – ﹤0.01% 596
2025
Q2 		$473 Hold
3
– – ﹤0.01% 552
2025
Q1 		$529 Hold
3
– – ﹤0.01% 575
2024
Q4 		$590 Hold
3
– – ﹤0.01% 581
2024
Q3 		$711 Hold
3
– – ﹤0.01% 536
2024
Q2 		$635 Buy
+3
New +$682 ﹤0.01% 512

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

Tradewinds Capital Management's IQV Position: Q2 2026 in Review

Tradewinds Capital Management held its IQVIA (IQV) position steady in Q2 2026 at 3 shares worth $580. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Tradewinds Capital Management first reported a position in IQV in Q2 2024 and has held it in 9 quarters since. The position peaked at $711 in Q3 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Tradewinds Capital Management held 3 shares of IQVIA worth $580 as of Q2 2026.
  • Tradewinds Capital Management left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #639 holding.
  • Tradewinds Capital Management first reported a position in IQVIA in Q2 2024 and has held it in 9 quarters since.
  • Tradewinds Capital Management's IQVIA position peaked at $711 in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.