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Waddell & Associates’s IQVIA IQV Stock Holding History

Waddell & Associates’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 		$372K Buy
+1,927
New +$336K 0.02% 334
2026
Q1 		– Sell
-1,996
Closed -$450K – 472
2025
Q4 		$450K Buy
1,996
+636
+47% +$138K 0.03% 198
2025
Q3 		$258K Buy
+1,360
New +$247K 0.02% 246

Other funds holding IQV

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Assenagon Asset Management
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Waddell & Associates's IQV Position: Q2 2026 in Review

Waddell & Associates opened a new position in IQVIA (IQV) in Q2 2026: 1,927 shares worth $372K. The stake represents 0.02% of the portfolio and ranks #334 among its holdings. This is a return to the name: Waddell & Associates previously reported a position in IQV as recently as Q4 2025.

Waddell & Associates first reported a position in IQV in Q3 2025 and has held it in 3 quarters since. The position peaked at $450K in Q4 2025. 325 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Waddell & Associates held 1,927 shares of IQVIA worth $372K as of Q2 2026.
  • IQVIA was a new Waddell & Associates position in Q2 2026.
  • IQVIA made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #334 holding.
  • Waddell & Associates first reported a position in IQVIA in Q3 2025 and has held it in 3 quarters since.
  • Waddell & Associates's IQVIA position peaked at $450K in Q4 2025.
  • 325 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.