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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
Q2 		$35.3M Buy
182,515
+4,444
+2% +$775K 1.33% 20
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 $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

Trajan Wealth's IQV Position: Q2 2026 in Review

Trajan Wealth increased its IQVIA (IQV) stake by 2.5% in Q2 2026, buying an estimated $775K and bringing the position to 182,515 shares worth $35.3M. The position accounts for 1.33% of the portfolio, ranked #20.

Trajan Wealth first reported a position in IQV in Q1 2024 and has held it in 10 quarters since. The position peaked at $36.6M in Q4 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Trajan Wealth held 182,515 shares of IQVIA worth $35.3M as of Q2 2026.
  • Trajan Wealth bought 4,444 IQVIA shares in Q2 2026, an estimated $775K.
  • IQVIA made up 1.33% of Trajan Wealth's portfolio in Q2 2026, its #20 holding.
  • Trajan Wealth first reported a position in IQVIA in Q1 2024 and has held it in 10 quarters since.
  • Trajan Wealth's IQVIA position peaked at $36.6M in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.