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True Wealth Design’s IQVIA IQV Stock Holding History

True Wealth Design’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 		$145K Buy
751
+125
+20% +$21.8K 0.03% 163
2026
Q1 		$107K Sell
626
-121
-16% -$23.6K 0.03% 194
2025
Q4 		$168K Buy
747
+94
+14% +$20.5K 0.05% 100
2025
Q3 		$124K Buy
653
+95
+17% +$17.3K 0.04% 126
2025
Q2 		$87.9K Buy
558
+150
+37% +$22.6K 0.03% 121
2025
Q1 		$71.9K Buy
408
+325
+392% +$63.1K 0.03% 138
2024
Q4 		$16.3K Buy
83
+74
+822% +$15.6K 0.01% 345
2024
Q3 		$2.13K Buy
9
+1
+13% +$236 ﹤0.01% 768
2024
Q2 		$1.69K Buy
8
+2
+33% +$454 ﹤0.01% 387
2024
Q1 		$1.52K Buy
6
+3
+100% +$700 ﹤0.01% 381
2023
Q4 		$695 Hold
3
– – ﹤0.01% 401
2023
Q3 		$591 Hold
3
– – ﹤0.01% 391
2023
Q2 		$675 Hold
3
– – ﹤0.01% 378
2023
Q1 		$597 Hold
3
– – ﹤0.01% 490
2022
Q4 		$615 Buy
+3
New +$608 ﹤0.01% 416

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

True Wealth Design's IQV Position: Q2 2026 in Review

True Wealth Design increased its IQVIA (IQV) stake by 20% in Q2 2026, buying an estimated $21.8K and bringing the position to 751 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #163.

True Wealth Design first reported a position in IQV in Q4 2022 and has held it in 15 quarters since. The position peaked at $168K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • True Wealth Design held 751 shares of IQVIA worth $145K as of Q2 2026.
  • True Wealth Design bought 125 IQVIA shares in Q2 2026, an estimated $21.8K.
  • IQVIA made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #163 holding.
  • True Wealth Design first reported a position in IQVIA in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's IQVIA position peaked at $168K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.