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Tranquilli Financial Advisor’s IQVIA IQV Stock Holding History

Tranquilli Financial Advisor’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 		$430K Sell
2,228
-46
-2% -$8.02K 0.23% 88
2026
Q1 		$388K Sell
2,274
-19
-0.8% -$3.71K 0.23% 91
2025
Q4 		$517K Buy
2,293
+484
+27% +$105K 0.3% 72
2025
Q3 		$344K Sell
1,809
-33
-2% -$6K 0.2% 91
2025
Q2 		$290K Buy
1,842
+330
+22% +$49.7K 0.18% 93
2025
Q1 		$267K Sell
1,512
-109
-7% -$21.1K 0.17% 89
2024
Q4 		$319K Sell
1,621
-30
-2% -$6.33K 0.2% 85
2024
Q3 		$391K Sell
1,651
-3
-0.2% -$708 0.25% 77
2024
Q2 		$345K Sell
1,654
-137
-8% -$31.1K 0.23% 80
2024
Q1 		$453K Sell
1,791
-155
-8% -$36.2K 0.3% 69
2023
Q4 		$450K Sell
1,946
-156
-7% -$32K 0.32% 63
2023
Q3 		$414K Buy
2,102
+57
+3% +$12.4K 0.3% 64
2023
Q2 		$460K Sell
2,045
-21
-1% -$4.22K 0.33% 58
2023
Q1 		$411K Buy
2,066
+131
+7% +$28K 0.31% 58
2022
Q4 		$396K Buy
1,935
+364
+23% +$73.8K 0.3% 55
2022
Q3 		$285K Buy
1,571
+78
+5% +$17.1K 0.23% 54
2022
Q2 		$324K Buy
1,493
+183
+14% +$39.7K 0.25% 49
2022
Q1 		$303K Buy
1,310
+113
+9% +$26.8K 0.22% 67
2021
Q4 		$338K Buy
1,197
+3
+0.3% +$779 0.24% 64
2021
Q3 		$286K Buy
1,194
+143
+14% +$36.1K 0.21% 65
2021
Q2 		$255K Buy
+1,051
New +$243K 0.19% 71

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

Tranquilli Financial Advisor's IQV Position: Q2 2026 in Review

Tranquilli Financial Advisor reduced its IQVIA (IQV) stake by 2% in Q2 2026, selling an estimated $8.02K and leaving 2,228 shares worth $430K. The position accounts for 0.23% of the portfolio, ranked #88.

Tranquilli Financial Advisor first reported a position in IQV in Q2 2021 and has held it in 21 quarters since. The position peaked at $517K in Q4 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Tranquilli Financial Advisor held 2,228 shares of IQVIA worth $430K as of Q2 2026.
  • Tranquilli Financial Advisor sold 46 IQVIA shares in Q2 2026, an estimated $8.02K.
  • IQVIA made up 0.23% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #88 holding.
  • Tranquilli Financial Advisor first reported a position in IQVIA in Q2 2021 and has held it in 21 quarters since.
  • Tranquilli Financial Advisor's IQVIA position peaked at $517K in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.