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Trajan Wealth’s IQVIA IQV Stock Holding History

Trajan Wealth’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 		$30.4M Buy
178,071
+15,914
+10% +$3.1M 1.23% 20
2025
Q4 		$36.6M Buy
162,157
+12,616
+8% +$2.74M 1.52% 16
2025
Q3 		$28.4M Buy
149,541
+17,728
+13% +$3.22M 1.23% 21
2025
Q2 		$20.8M Buy
131,813
+51,181
+63% +$7.71M 1.02% 24
2025
Q1 		$14.2M Buy
80,632
+430
+0.5% +$83.4K 0.78% 36
2024
Q4 		$15.8M Buy
80,202
+3,179
+4% +$670K 0.87% 34
2024
Q3 		$18.3M Sell
77,023
-757
-1% -$179K 1.08% 25
2024
Q2 		$16.4M Buy
77,780
+3,027
+4% +$688K 1.06% 25
2024
Q1 		$18.9M Buy
+74,753
New +$17.5M 1.28% 21

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Trajan Wealth's IQV Position: Q1 2026 in Review

Trajan Wealth increased its IQVIA (IQV) stake by 9.8% in Q1 2026, buying an estimated $3.1M and bringing the position to 178,071 shares worth $30.4M. The position accounts for 1.23% of the portfolio, ranked #20.

Trajan Wealth first reported a position in IQV in Q1 2024 and has held it in 9 quarters since. The position peaked at $36.6M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Trajan Wealth held 178,071 shares of IQVIA worth $30.4M as of Q1 2026.
  • Trajan Wealth bought 15,914 IQVIA shares in Q1 2026, an estimated $3.1M.
  • IQVIA made up 1.23% of Trajan Wealth's portfolio in Q1 2026, its #20 holding.
  • Trajan Wealth first reported a position in IQVIA in Q1 2024 and has held it in 9 quarters since.
  • Trajan Wealth's IQVIA position peaked at $36.6M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.