TRB Wealth Management’s IQVIA IQV Stock Holding History

TRB Wealth 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	$319K	Buy	1,651 +410	+33%	+$71.5K	0.04%	206
2026 Q1	$212K	Buy	+1,241	New	+$242K	0.03%	260

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TRB Wealth Management's IQV Position: Q2 2026 in Review

TRB Wealth Management increased its IQVIA (IQV) stake by 33% in Q2 2026, buying an estimated $71.5K and bringing the position to 1,651 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #206.

TRB Wealth Management first reported a position in IQV in Q1 2026 and has held it in 2 quarters since. 1,081 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

TRB Wealth Management held 1,651 shares of IQVIA worth $319K as of Q2 2026.
TRB Wealth Management bought 410 IQVIA shares in Q2 2026, an estimated $71.5K.
IQVIA made up 0.04% of TRB Wealth Management's portfolio in Q2 2026, its #206 holding.
TRB Wealth Management first reported a position in IQVIA in Q1 2026 and has held it in 2 quarters since.
1,081 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.