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Whipplewood Advisors’s IQVIA IQV Stock Holding History

Whipplewood Advisors’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 		$773 Sell
4
-38
-90% -$6.63K ﹤0.01% 576
2026
Q1 		$7.16K Buy
+42
New +$8.19K ﹤0.01% 548
2025
Q3 		– Sell
-45
Closed -$7.09K – 736
2025
Q2 		$7.09K Sell
45
-3,214
-99% -$484K ﹤0.01% 628
2025
Q1 		$7.93K Buy
3,259
+3,214
+7,142% +$624K ﹤0.01% 602
2024
Q4 		$8.84K Buy
+45
New +$9.49K 0.01% 574

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

Whipplewood Advisors's IQV Position: Q2 2026 in Review

Whipplewood Advisors reduced its IQVIA (IQV) stake by 90% in Q2 2026, selling an estimated $6.63K and leaving 4 shares worth $773. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Whipplewood Advisors first reported a position in IQV in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.84K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Whipplewood Advisors held 4 shares of IQVIA worth $773 as of Q2 2026.
  • Whipplewood Advisors sold 38 IQVIA shares in Q2 2026, an estimated $6.63K.
  • IQVIA made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #576 holding.
  • Whipplewood Advisors first reported a position in IQVIA in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's IQVIA position peaked at $8.84K in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.