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Twin City Private Wealth’s IQVIA IQV Stock Holding History

Twin City Private Wealth’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 		$2.05M Buy
10,629
+59
+0.6% +$10.3K 1.44% 24
2026
Q1 		$1.8M Buy
10,570
+557
+6% +$109K 1.37% 27
2025
Q4 		$2.26M Sell
10,013
-175
-2% -$38.1K 1.71% 21
2025
Q3 		$1.94M Buy
10,188
+1,242
+14% +$226K 1.51% 24
2025
Q2 		$1.41M Buy
8,946
+1,945
+28% +$293K 1.15% 33
2025
Q1 		$1.23M Sell
7,001
-162
-2% -$31.4K 1.09% 36
2024
Q4 		$1.41M Buy
7,163
+16
+0.2% +$3.37K 1.24% 32
2024
Q3 		$1.69M Buy
7,147
+129
+2% +$30.4K 1.47% 28
2024
Q2 		$1.48M Buy
7,018
+588
+9% +$134K 1.4% 32
2024
Q1 		$1.63M Buy
+6,430
New +$1.5M 1.6% 25

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

Twin City Private Wealth's IQV Position: Q2 2026 in Review

Twin City Private Wealth increased its IQVIA (IQV) stake by 0.56% in Q2 2026, buying an estimated $10.3K and bringing the position to 10,629 shares worth $2.05M. The position accounts for 1.44% of the portfolio, ranked #24.

Twin City Private Wealth first reported a position in IQV in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.26M in Q4 2025. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Twin City Private Wealth held 10,629 shares of IQVIA worth $2.05M as of Q2 2026.
  • Twin City Private Wealth bought 59 IQVIA shares in Q2 2026, an estimated $10.3K.
  • IQVIA made up 1.44% of Twin City Private Wealth's portfolio in Q2 2026, its #24 holding.
  • Twin City Private Wealth first reported a position in IQVIA in Q1 2024 and has held it in 10 quarters since.
  • Twin City Private Wealth's IQVIA position peaked at $2.26M in Q4 2025.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.