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Western Pacific Wealth Management’s IQVIA IQV Stock Holding History

Western Pacific Wealth Management’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 		$331K Hold
1,713
– – 0.3% 44
2026
Q1 		$292K Buy
1,713
+868
+103% +$169K 0.3% 46
2025
Q4 		$190K Hold
845
– – 0.18% 61
2025
Q3 		$160K Hold
845
– – 0.16% 75
2025
Q2 		$133K Hold
845
– – 0.13% 89
2025
Q1 		$149K Hold
845
– – 0.13% 81
2024
Q4 		$166K Buy
845
+260
+44% +$54.8K 0.13% 76
2024
Q3 		$139K Hold
585
– – 0.09% 82
2024
Q2 		$124K Hold
585
– – 0.09% 75
2024
Q1 		$148K Buy
585
+15
+3% +$3.5K 0.11% 71
2023
Q4 		$132K Buy
570
+130
+30% +$26.7K 0.1% 68
2023
Q3 		$86.6K Buy
+440
New +$95.5K 0.07% 94

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

Western Pacific Wealth Management's IQV Position: Q2 2026 in Review

Western Pacific Wealth Management held its IQVIA (IQV) position steady in Q2 2026 at 1,713 shares worth $331K. The position accounts for 0.3% of the portfolio, ranked #44.

Western Pacific Wealth Management first reported a position in IQV in Q3 2023 and has held it in 12 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Western Pacific Wealth Management held 1,713 shares of IQVIA worth $331K as of Q2 2026.
  • Western Pacific Wealth Management left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up 0.3% of Western Pacific Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Western Pacific Wealth Management first reported a position in IQVIA in Q3 2023 and has held it in 12 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.