Unique Wealth Strategies’s IQVIA IQV Stock Holding History

Unique Wealth Strategies’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	$1.37M	Sell	7,068 -33	-0.5%	-$5.75K	0.5%	41
2026 Q1	$1.21M	Sell	7,101 -1,311	-16%	-$256K	0.49%	48
2025 Q4	$1.9M	Buy	8,412 +197	+2%	+$42.9K	0.74%	27
2025 Q3	$1.56M	Buy	8,215 +529	+7%	+$96.2K	0.61%	34
2025 Q2	$1.21M	Sell	7,686 -216	-3%	-$32.5K	0.5%	46
2025 Q1	$1.39M	Buy	7,902 +292	+4%	+$56.6K	0.63%	40
2024 Q4	$1.5M	Sell	7,610 -1,557	-17%	-$328K	0.65%	37
2024 Q3	$2.17M	Buy	9,167 +982	+12%	+$232K	0.92%	27
2024 Q2	$2.07M	Hold	8,185	–	–	0.97%	21
2024 Q1	$2.07M	Buy	8,185 +229	+3%	+$53.5K	1.01%	21
2023 Q4	$1.84M	Buy	+7,956	New	+$1.63M	1.23%	18

Other funds holding IQV

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ERIC

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Unique Wealth Strategies's IQV Position: Q2 2026 in Review

Unique Wealth Strategies reduced its IQVIA (IQV) stake by 0.46% in Q2 2026, selling an estimated $5.75K and leaving 7,068 shares worth $1.37M. The position accounts for 0.5% of the portfolio, ranked #41.

Unique Wealth Strategies first reported a position in IQV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.17M in Q3 2024. 128 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Unique Wealth Strategies held 7,068 shares of IQVIA worth $1.37M as of Q2 2026.
Unique Wealth Strategies sold 33 IQVIA shares in Q2 2026, an estimated $5.75K.
IQVIA made up 0.5% of Unique Wealth Strategies's portfolio in Q2 2026, its #41 holding.
Unique Wealth Strategies first reported a position in IQVIA in Q4 2023 and has held it in 11 quarters since.
Unique Wealth Strategies's IQVIA position peaked at $2.17M in Q3 2024.
128 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.