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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Twin City Private Wealth's IQV Position: Q1 2026 in Review

Twin City Private Wealth increased its IQVIA (IQV) stake by 5.6% in Q1 2026, buying an estimated $109K and bringing the position to 10,570 shares worth $1.8M. The position accounts for 1.37% of the portfolio, ranked #27.

Twin City Private Wealth first reported a position in IQV in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.26M in Q4 2025. 1,067 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Twin City Private Wealth held 10,570 shares of IQVIA worth $1.8M as of Q1 2026.
  • Twin City Private Wealth bought 557 IQVIA shares in Q1 2026, an estimated $109K.
  • IQVIA made up 1.37% of Twin City Private Wealth's portfolio in Q1 2026, its #27 holding.
  • Twin City Private Wealth first reported a position in IQVIA in Q1 2024 and has held it in 9 quarters since.
  • Twin City Private Wealth's IQVIA position peaked at $2.26M in Q4 2025.
  • 1,067 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.