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Wealth Preservation Advisors’s IQVIA IQV Stock Holding History

Wealth Preservation 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 		$77.3K Sell
453
-13
-3% -$2.54K 0.06% 125
2025
Q4 		$105K Hold
466
– – 0.05% 136
2025
Q3 		$88.5K Buy
466
+13
+3% +$2.36K 0.05% 139
2025
Q2 		$71.4K Hold
453
– – 0.04% 158
2025
Q1 		$79.9K Buy
+453
New +$87.9K 0.06% 139

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

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

Wealth Preservation Advisors reduced its IQVIA (IQV) stake by 2.8% in Q1 2026, selling an estimated $2.54K and leaving 453 shares worth $77.3K. The position accounts for 0.06% of the portfolio, ranked #125.

Wealth Preservation Advisors first reported a position in IQV in Q1 2025 and has held it in 5 quarters since. The position peaked at $105K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Wealth Preservation Advisors held 453 shares of IQVIA worth $77.3K as of Q1 2026.
  • Wealth Preservation Advisors sold 13 IQVIA shares in Q1 2026, an estimated $2.54K.
  • IQVIA made up 0.06% of Wealth Preservation Advisors's portfolio in Q1 2026, its #125 holding.
  • Wealth Preservation Advisors first reported a position in IQVIA in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's IQVIA position peaked at $105K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.