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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WCG Wealth Advisors's IQV Position: Q1 2026 in Review

WCG Wealth Advisors increased its IQVIA (IQV) stake by 3.6% in Q1 2026, buying an estimated $235K and bringing the position to 34,786 shares worth $5.93M. The position accounts for 0.17% of the portfolio, ranked #136.

WCG Wealth Advisors first reported a position in IQV in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.57M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • WCG Wealth Advisors held 34,786 shares of IQVIA worth $5.93M as of Q1 2026.
  • WCG Wealth Advisors bought 1,204 IQVIA shares in Q1 2026, an estimated $235K.
  • IQVIA made up 0.17% of WCG Wealth Advisors's portfolio in Q1 2026, its #136 holding.
  • WCG Wealth Advisors first reported a position in IQVIA in Q2 2022 and has held it in 16 quarters since.
  • WCG Wealth Advisors's IQVIA position peaked at $7.57M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.