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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
Q2 		– Sell
-453
Closed -$77.3K – 483
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 $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

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

Wealth Preservation Advisors sold out of IQVIA (IQV) in Q2 2026, closing a stake of 453 shares — an estimated $77.3K sold.

Wealth Preservation Advisors first reported a position in IQV in Q1 2025 and held it in 5 quarters. The position peaked at $105K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 453 IQVIA shares in Q2 2026, an estimated $77.3K.
  • Wealth Preservation Advisors first reported a position in IQVIA in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's IQVIA position peaked at $105K in Q4 2025.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

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