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Waypoint Wealth Counsel’s IQVIA IQV Stock Holding History

Waypoint Wealth Counsel’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 		$210K Sell
1,086
-624
-36% -$109K 0.13% 135
2026
Q1 		$292K Sell
1,710
-278
-14% -$54.2K 0.15% 149
2025
Q4 		$448K Buy
1,988
+215
+12% +$46.8K 0.16% 126
2025
Q3 		$337K Buy
1,773
+215
+14% +$39.1K 0.13% 156
2025
Q2 		$246K Buy
+1,558
New +$235K 0.12% 149

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

Waypoint Wealth Counsel's IQV Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its IQVIA (IQV) stake by 36% in Q2 2026, selling an estimated $109K and leaving 1,086 shares worth $210K. The position accounts for 0.13% of the portfolio, ranked #135.

Waypoint Wealth Counsel first reported a position in IQV in Q2 2025 and has held it in 5 quarters since. The position peaked at $448K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Waypoint Wealth Counsel held 1,086 shares of IQVIA worth $210K as of Q2 2026.
  • Waypoint Wealth Counsel sold 624 IQVIA shares in Q2 2026, an estimated $109K.
  • IQVIA made up 0.13% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #135 holding.
  • Waypoint Wealth Counsel first reported a position in IQVIA in Q2 2025 and has held it in 5 quarters since.
  • Waypoint Wealth Counsel's IQVIA position peaked at $448K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.