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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
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 $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

Tranquilli Financial Advisor's IQV Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its IQVIA (IQV) stake by 0.83% in Q1 2026, selling an estimated $3.71K and leaving 2,274 shares worth $388K. The position accounts for 0.23% of the portfolio, ranked #91.

Tranquilli Financial Advisor first reported a position in IQV in Q2 2021 and has held it in 20 quarters since. The position peaked at $517K in Q4 2025. 1,067 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Tranquilli Financial Advisor held 2,274 shares of IQVIA worth $388K as of Q1 2026.
  • Tranquilli Financial Advisor sold 19 IQVIA shares in Q1 2026, an estimated $3.71K.
  • IQVIA made up 0.23% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #91 holding.
  • Tranquilli Financial Advisor first reported a position in IQVIA in Q2 2021 and has held it in 20 quarters since.
  • Tranquilli Financial Advisor's IQVIA position peaked at $517K in Q4 2025.
  • 1,067 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.