Whalen Wealth Management’s IQVIA IQV Stock Holding History

Whalen 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 Q1	–	Sell	-1,768	Closed	-$399K	–	202
2025 Q4	$399K	Buy	1,768 +258	+17%	+$56.1K	0.21%	136
2025 Q3	$287K	Buy	+1,510	New	+$275K	0.17%	140

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Whalen Wealth Management's IQV Position: Q1 2026 in Review

Whalen Wealth Management sold out of IQVIA (IQV) in Q1 2026, closing a stake of 1,768 shares — an estimated $399K sold.

Whalen Wealth Management first reported a position in IQV in Q3 2025 and held it in 2 quarters. The position peaked at $399K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Whalen Wealth Management reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
Whalen Wealth Management sold 1,768 IQVIA shares in Q1 2026, an estimated $399K.
Whalen Wealth Management first reported a position in IQVIA in Q3 2025 and held it in 2 quarters.
Whalen Wealth Management's IQVIA position peaked at $399K in Q4 2025.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.