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Wealthspire Advisors (New York)’s IQVIA IQV Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-1,493
Closed -$337K – 1020
2025
Q4 		$337K Buy
1,493
+1,012
+210% +$220K ﹤0.01% 755
2025
Q3 		$91.4K Buy
+481
New +$87.5K ﹤0.01% 1035
2021
Q2 		– Sell
-1,223
Closed -$236K – 517
2021
Q1 		$236K Buy
1,223
+104
+9% +$19.5K 0.01% 628
2020
Q4 		$200K Buy
+1,119
New +$189K 0.01% 555
2020
Q2 		– Sell
-2,434
Closed -$263K – 402
2020
Q1 		$263K Buy
+2,434
New +$348K 0.01% 419
2019
Q1 		– Sell
-66
Closed -$8K – 412
2018
Q4 		$8K Buy
+66
New +$8K ﹤0.01% 559

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s IQV Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of IQVIA (IQV) in Q1 2026, closing a stake of 1,493 shares — an estimated $337K sold.

Wealthspire Advisors (New York) first reported a position in IQV in Q4 2018 and held it in 6 quarters. The position peaked at $337K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,493 IQVIA shares in Q1 2026, an estimated $337K.
  • Wealthspire Advisors (New York) first reported a position in IQVIA in Q4 2018 and held it in 6 quarters.
  • Wealthspire Advisors (New York)'s IQVIA position peaked at $337K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.