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WCG Wealth Advisors’s IQVIA IQV Stock Holding History

WCG 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 		$8.63M Buy
44,667
+9,881
+28% +$1.72M 0.2% 116
2026
Q1 		$5.93M Buy
34,786
+1,204
+4% +$235K 0.17% 136
2025
Q4 		$7.57M Buy
33,582
+17,047
+103% +$3.71M 0.21% 108
2025
Q3 		$3.14M Sell
16,535
-534
-3% -$97.1K 0.2% 112
2025
Q2 		$2.69M Buy
17,069
+566
+3% +$85.2K 0.17% 125
2025
Q1 		$2.91M Sell
16,503
-946
-5% -$184K 0.22% 108
2024
Q4 		$3.43M Buy
17,449
+292
+2% +$61.6K 0.23% 106
2024
Q3 		$4.07M Sell
17,157
-340
-2% -$80.3K 0.27% 99
2024
Q2 		$3.7M Buy
17,497
+224
+1% +$50.9K 0.27% 87
2024
Q1 		$4.37M Sell
17,273
-5,924
-26% -$1.38M 0.37% 70
2023
Q4 		$5.37M Sell
23,197
-2,652
-10% -$545K 0.39% 66
2023
Q3 		$5.15M Buy
25,849
+2,251
+10% +$489K 0.38% 67
2023
Q2 		$5.3M Buy
23,598
+248
+1% +$49.8K 0.62% 44
2023
Q1 		$4.64M Buy
23,350
+706
+3% +$151K 0.6% 47
2022
Q4 		$4.64M Buy
22,644
+2,238
+11% +$454K 0.64% 42
2022
Q3 		$3.96M Sell
20,406
-600
-3% -$131K 0.52% 46
2022
Q2 		$4.56M Buy
+21,006
New +$4.56M 0.63% 42

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 $3.38T AUM 44.17% 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

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

WCG Wealth Advisors increased its IQVIA (IQV) stake by 28% in Q2 2026, buying an estimated $1.72M and bringing the position to 44,667 shares worth $8.63M. The position accounts for 0.2% of the portfolio, ranked #116.

WCG Wealth Advisors first reported a position in IQV in Q2 2022 and has held it in 17 quarters since. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • WCG Wealth Advisors held 44,667 shares of IQVIA worth $8.63M as of Q2 2026.
  • WCG Wealth Advisors bought 9,881 IQVIA shares in Q2 2026, an estimated $1.72M.
  • IQVIA made up 0.2% of WCG Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • WCG Wealth Advisors first reported a position in IQVIA in Q2 2022 and has held it in 17 quarters since.
  • 1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.