United Financial Planning Group’s IQVIA IQV Stock Holding History

United Financial Planning Group’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	$4.25K	Hold	22	–	–	﹤0.01%	405
2026 Q1	$3.75K	Buy	+22	New	+$4.29K	﹤0.01%	368

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

United Financial Planning Group's IQV Position: Q2 2026 in Review

United Financial Planning Group held its IQVIA (IQV) position steady in Q2 2026 at 22 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

United Financial Planning Group first reported a position in IQV in Q1 2026 and has held it in 2 quarters since. 1,087 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

United Financial Planning Group held 22 shares of IQVIA worth $4.25K as of Q2 2026.
United Financial Planning Group left its IQVIA share count unchanged in Q2 2026.
IQVIA made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #405 holding.
United Financial Planning Group first reported a position in IQVIA in Q1 2026 and has held it in 2 quarters since.
1,087 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.