Wealthfront Advisers
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Wealthfront Advisers’s IQVIA IQV Stock Holding History

Wealthfront Advisers’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 		$1.79M Sell
9,249
-3,575
-28% -$623K ﹤0.01% 632
2026
Q1 		$2.19M Buy
12,824
+835
+7% +$163K ﹤0.01% 588
2025
Q4 		$2.7M Buy
11,989
+5,040
+73% +$1.1M 0.01% 541
2025
Q3 		$1.32M Buy
6,949
+4,003
+136% +$728K ﹤0.01% 652
2025
Q2 		$464K Sell
2,946
-1,364
-32% -$205K ﹤0.01% 810
2025
Q1 		$760K Buy
4,310
+296
+7% +$57.4K ﹤0.01% 712
2024
Q4 		$789K Buy
4,014
+523
+15% +$110K ﹤0.01% 710
2024
Q3 		$827K Buy
3,491
+193
+6% +$45.6K ﹤0.01% 682
2024
Q2 		$697K Buy
3,298
+284
+9% +$64.5K ﹤0.01% 690
2024
Q1 		$762K Sell
3,014
-15
-0.5% -$3.5K ﹤0.01% 669
2023
Q4 		$701K Sell
3,029
-2,360
-44% -$485K ﹤0.01% 657
2023
Q3 		$1.06M Buy
5,389
+438
+9% +$95.1K ﹤0.01% 543
2023
Q2 		$1.11M Buy
4,951
+1,437
+41% +$289K ﹤0.01% 533
2023
Q1 		$699K Sell
3,514
-416
-11% -$88.9K ﹤0.01% 594
2022
Q4 		$805K Buy
3,930
+1,261
+47% +$256K ﹤0.01% 550
2022
Q3 		$483K Sell
2,669
-975
-27% -$214K ﹤0.01% 603
2022
Q2 		$791K Sell
3,644
-23
-0.6% -$5K ﹤0.01% 520
2022
Q1 		$848K Buy
3,667
+728
+25% +$172K ﹤0.01% 545
2021
Q4 		$830K Buy
2,939
+629
+27% +$163K ﹤0.01% 512
2021
Q3 		$553K Sell
2,310
-84
-4% -$21.2K ﹤0.01% 551
2021
Q2 		$580K Buy
2,394
+650
+37% +$150K ﹤0.01% 504
2021
Q1 		$337K Buy
1,744
+395
+29% +$74.2K ﹤0.01% 496
2020
Q4 		$241K Buy
+1,349
New +$227K ﹤0.01% 506
2020
Q1 		– Sell
-4,319
Closed -$667K – 467
2019
Q4 		$667K Sell
4,319
-823
-16% -$120K ﹤0.01% 372
2019
Q3 		$768K Sell
5,142
-106
-2% -$16.5K 0.01% 332
2019
Q2 		$844K Buy
5,248
+993
+23% +$139K 0.01% 311
2019
Q1 		$612K Buy
+4,255
New +$567K 0.01% 334

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Wealthfront Advisers's IQV Position: Q2 2026 in Review

Wealthfront Advisers reduced its IQVIA (IQV) stake by 28% in Q2 2026, selling an estimated $623K and leaving 9,249 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Wealthfront Advisers first reported a position in IQV in Q1 2019 and has held it in 27 quarters since. The position peaked at $2.7M in Q4 2025. 777 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Wealthfront Advisers held 9,249 shares of IQVIA worth $1.79M as of Q2 2026.
  • Wealthfront Advisers sold 3,575 IQVIA shares in Q2 2026, an estimated $623K.
  • IQVIA made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #632 holding.
  • Wealthfront Advisers first reported a position in IQVIA in Q1 2019 and has held it in 27 quarters since.
  • Wealthfront Advisers's IQVIA position peaked at $2.7M in Q4 2025.
  • 777 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.