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Trueblood Wealth Management’s IQVIA IQV Stock Holding History

Trueblood 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
Q1 		– Sell
-1,123
Closed -$253K – 260
2025
Q4 		$253K Hold
1,123
– – 0.1% 217
2025
Q3 		$213K Buy
+1,123
New +$204K 0.08% 246
2025
Q2 		– Sell
-1,136
Closed -$200K – 250
2025
Q1 		$200K Buy
1,136
+1
+0.1% +$194 0.09% 230
2024
Q4 		$223K Hold
1,135
– – 0.11% 212
2024
Q3 		$269K Buy
1,135
+4
+0.4% +$944 0.14% 185
2024
Q2 		$239K Buy
1,131
+3
+0.3% +$682 0.13% 196
2024
Q1 		$285K Hold
1,128
– – 0.16% 161
2023
Q4 		$261K Buy
+1,128
New +$232K 0.16% 168

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Trueblood Wealth Management's IQV Position: Q1 2026 in Review

Trueblood Wealth Management sold out of IQVIA (IQV) in Q1 2026, closing a stake of 1,123 shares — an estimated $253K sold.

Trueblood Wealth Management first reported a position in IQV in Q4 2023 and held it in 8 quarters. The position peaked at $285K in Q1 2024. 1,071 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Trueblood Wealth Management reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Trueblood Wealth Management sold 1,123 IQVIA shares in Q1 2026, an estimated $253K.
  • Trueblood Wealth Management first reported a position in IQVIA in Q4 2023 and held it in 8 quarters.
  • Trueblood Wealth Management's IQVIA position peaked at $285K in Q1 2024.
  • 1,071 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Trueblood Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.