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Twin Peaks Wealth Advisors’s IQVIA IQV Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-136
Closed -$23.2K – 1195
2026
Q1 		$23.2K Buy
+136
New +$26.5K 0.01% 658
2025
Q3 		– Sell
-46
Closed -$8.55K – 1131
2025
Q2 		$8.55K Buy
+46
New +$6.92K ﹤0.01% 1025

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 Peaks Wealth Advisors's IQV Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of IQVIA (IQV) in Q2 2026, closing a stake of 136 shares — an estimated $23.2K sold.

Twin Peaks Wealth Advisors first reported a position in IQV in Q2 2025 and held it in 2 quarters. The position peaked at $23.2K in Q1 2026. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 136 IQVIA shares in Q2 2026, an estimated $23.2K.
  • Twin Peaks Wealth Advisors first reported a position in IQVIA in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's IQVIA position peaked at $23.2K in Q1 2026.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.