Wealth Enhancement Advisory Services
IQV icon

Wealth Enhancement Advisory Services’s IQVIA IQV Stock Holding History

Wealth Enhancement Advisory Services’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 		$8.08M Buy
42,028
+9,201
+28% +$1.6M 0.01% 770
2026
Q1 		$5.37M Sell
32,827
-3,133
-9% -$611K 0.01% 871
2025
Q4 		$8.67M Buy
35,960
+9,480
+36% +$2.06M 0.01% 750
2025
Q3 		$5.32M Buy
26,480
+6,191
+31% +$1.13M 0.01% 921
2025
Q2 		$3.33M Buy
20,289
+7,030
+53% +$1.06M 0.01% 1093
2025
Q1 		$2.34M Buy
13,259
+3,398
+34% +$659K ﹤0.01% 1169
2024
Q4 		$1.94M Buy
9,861
+4,483
+83% +$945K ﹤0.01% 1208
2024
Q3 		$1.27M Sell
5,378
-33
-0.6% -$7.79K ﹤0.01% 1272
2024
Q2 		$1.14M Sell
5,411
-487
-8% -$111K ﹤0.01% 1217
2024
Q1 		$1.49M Buy
5,898
+300
+5% +$70K ﹤0.01% 1075
2023
Q4 		$1.3M Sell
5,598
-65,300
-92% -$13.4M ﹤0.01% 1058
2023
Q3 		$13.9M Buy
+70,898
New +$15.4M 0.05% 341
2016
Q3 		– Sell
-19,122
Closed -$1.25M – 159
2016
Q2 		$1.25M Buy
19,122
+2,114
+12% +$142K 0.23% 88
2016
Q1 		$1.12M Buy
17,008
+2,666
+19% +$169K 0.23% 91
2015
Q4 		$985K Buy
14,342
+1,650
+13% +$113K 0.25% 79
2015
Q3 		$863K Buy
12,692
+1,607
+14% +$120K 0.26% 79
2015
Q2 		$805K Buy
11,085
+1,049
+10% +$71.9K 0.25% 68
2015
Q1 		$672K Buy
+10,036
New +$633K 0.26% 82

Other funds holding IQV

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services's IQV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its IQVIA (IQV) stake by 28% in Q2 2026, buying an estimated $1.6M and bringing the position to 42,028 shares worth $8.08M. The position accounts for 0.01% of the portfolio, ranked #770.

Wealth Enhancement Advisory Services first reported a position in IQV in Q1 2015 and has held it in 18 quarters since. The position peaked at $13.9M in Q3 2023. 151 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 42,028 shares of IQVIA worth $8.08M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 9,201 IQVIA shares in Q2 2026, an estimated $1.6M.
  • IQVIA made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #770 holding.
  • Wealth Enhancement Advisory Services first reported a position in IQVIA in Q1 2015 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's IQVIA position peaked at $13.9M in Q3 2023.
  • 151 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.