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WealthShield Partners’s IQVIA IQV Stock Holding History

WealthShield Partners’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 		$2.15M Buy
11,129
+921
+9% +$161K 0.33% 87
2026
Q1 		$1.74M Buy
+10,208
New +$1.99M 0.19% 138
2024
Q2 		– Sell
-7,100
Closed -$1.8M – 478
2024
Q1 		$1.8M Sell
7,100
-4,964
-41% -$1.16M 0.29% 99
2023
Q4 		$2.79M Buy
12,064
+3,218
+36% +$661K 0.46% 58
2023
Q3 		$1.74M Buy
8,846
+225
+3% +$48.9K 0.26% 103
2023
Q2 		$1.94M Sell
8,621
-18
-0.2% -$3.61K 0.29% 91
2023
Q1 		$1.72M Buy
8,639
+873
+11% +$187K 0.28% 97
2022
Q4 		$1.59M Buy
7,766
+1,629
+27% +$330K 0.3% 92
2022
Q3 		$1.11M Buy
6,137
+437
+8% +$95.7K 0.22% 116
2022
Q2 		$1.24M Buy
5,700
+66
+1% +$14.3K 0.25% 105
2022
Q1 		$1.3M Buy
5,634
+523
+10% +$124K 0.21% 115
2021
Q4 		$1.44M Buy
5,111
+1,077
+27% +$279K 0.24% 90
2021
Q3 		$966K Buy
4,034
+405
+11% +$102K 0.26% 87
2021
Q2 		$879K Buy
3,629
+228
+7% +$52.6K 0.14% 111
2021
Q1 		$657K Buy
3,401
+770
+29% +$145K 0.12% 126
2020
Q4 		$472K Buy
2,631
+439
+20% +$74K 0.09% 179
2020
Q3 		$346K Buy
+2,192
New +$344K 0.12% 173

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

WealthShield Partners's IQV Position: Q2 2026 in Review

WealthShield Partners increased its IQVIA (IQV) stake by 9% in Q2 2026, buying an estimated $161K and bringing the position to 11,129 shares worth $2.15M. The position accounts for 0.33% of the portfolio, ranked #87.

WealthShield Partners first reported a position in IQV in Q3 2020 and has held it in 17 quarters since. The position peaked at $2.79M in Q4 2023. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • WealthShield Partners held 11,129 shares of IQVIA worth $2.15M as of Q2 2026.
  • WealthShield Partners bought 921 IQVIA shares in Q2 2026, an estimated $161K.
  • IQVIA made up 0.33% of WealthShield Partners's portfolio in Q2 2026, its #87 holding.
  • WealthShield Partners first reported a position in IQVIA in Q3 2020 and has held it in 17 quarters since.
  • WealthShield Partners's IQVIA position peaked at $2.79M in Q4 2023.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.