Turtle Creek Wealth Advisors’s IQVIA IQV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$295K Sell
1,529
-40
-3% -$6.97K 0.02% 372
2026
Q1
$268K Sell
1,569
-894
-36% -$174K 0.02% 339
2025
Q4
$555K Buy
2,463
+669
+37% +$146K 0.04% 223
2025
Q3
$341K Buy
+1,794
New +$326K 0.03% 259
2024
Q1
Sell
-68
Closed -$15.7K 500
2023
Q4
$15.7K Buy
+68
New +$14K ﹤0.01% 466

Other funds holding IQV

Turtle Creek Wealth Advisors's IQV Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its IQVIA (IQV) stake by 2.5% in Q2 2026, selling an estimated $6.97K and leaving 1,529 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #372.

Turtle Creek Wealth Advisors first reported a position in IQV in Q4 2023 and has held it in 5 quarters since. The position peaked at $555K in Q4 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Turtle Creek Wealth Advisors held 1,529 shares of IQVIA worth $295K as of Q2 2026.
  • Turtle Creek Wealth Advisors sold 40 IQVIA shares in Q2 2026, an estimated $6.97K.
  • IQVIA made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #372 holding.
  • Turtle Creek Wealth Advisors first reported a position in IQVIA in Q4 2023 and has held it in 5 quarters since.
  • Turtle Creek Wealth Advisors's IQVIA position peaked at $555K in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.