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Wedmont Private Capital’s IQVIA IQV Stock Holding History

Wedmont Private Capital’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
Q3 		$343K Buy
1,326
+351
+36% +$84.8K 0.01% 718
2026
Q2 		$203K Buy
+975
New +$170K 0.01% 915
2025
Q1 		– Sell
-1,538
Closed -$313K – 732
2024
Q4 		$313K Sell
1,538
-504
-25% -$106K 0.02% 527
2024
Q3 		$460K Buy
2,042
+178
+10% +$42K 0.03% 377
2024
Q2 		$418K Buy
1,864
+169
+10% +$38.4K 0.03% 393
2024
Q1 		$416K Buy
1,695
+188
+12% +$43.9K 0.03% 368
2023
Q4 		$338K Sell
1,507
-97
-6% -$19.9K 0.03% 391
2023
Q3 		$320K Buy
1,604
+318
+25% +$69K 0.03% 361
2023
Q2 		$284K Buy
1,286
+3
+0.2% +$602 0.03% 387
2023
Q1 		$253K Sell
1,283
-559
-30% -$119K 0.03% 386
2022
Q4 		$378K Buy
1,842
+411
+29% +$83.4K 0.06% 276
2022
Q3 		$259K Sell
1,431
-572
-29% -$125K 0.05% 289
2022
Q2 		$435K Buy
2,003
+418
+26% +$90.8K 0.09% 157
2022
Q1 		$378K Buy
1,585
+729
+85% +$173K 0.08% 185
2021
Q4 		$216K Buy
+856
New +$222K 0.07% 219

Other funds holding IQV

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Wedmont Private Capital's IQV Position: Q3 2026 in Review

Wedmont Private Capital increased its IQVIA (IQV) stake by 36% in Q3 2026, buying an estimated $84.8K and bringing the position to 1,326 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #718.

Wedmont Private Capital first reported a position in IQV in Q4 2021 and has held it in 15 quarters since. The position peaked at $460K in Q3 2024. 39 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Wedmont Private Capital held 1,326 shares of IQVIA worth $343K as of Q3 2026.
  • Wedmont Private Capital bought 351 IQVIA shares in Q3 2026, an estimated $84.8K.
  • IQVIA made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #718 holding.
  • Wedmont Private Capital first reported a position in IQVIA in Q4 2021 and has held it in 15 quarters since.
  • Wedmont Private Capital's IQVIA position peaked at $460K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.