WJWM
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Williams Jones Wealth Management’s IQVIA IQV Stock Holding History

Williams Jones 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 		$15.3M Buy
79,203
+22,821
+40% +$3.98M 0.17% 81
2026
Q1 		$9.62M Buy
+56,382
New +$11M 0.12% 100
2024
Q4 		– Sell
-927
Closed -$220K – 520
2024
Q3 		$220K Sell
927
-177
-16% -$41.8K ﹤0.01% 476
2024
Q2 		$233K Hold
1,104
– – ﹤0.01% 455
2024
Q1 		$279K Hold
1,104
– – ﹤0.01% 442
2023
Q4 		$255K Sell
1,104
-58
-5% -$11.9K ﹤0.01% 448
2023
Q3 		$229K Sell
1,162
-30
-3% -$6.51K ﹤0.01% 462
2023
Q2 		$268K Buy
+1,192
New +$239K ﹤0.01% 433

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

Williams Jones Wealth Management's IQV Position: Q2 2026 in Review

Williams Jones Wealth Management increased its IQVIA (IQV) stake by 40% in Q2 2026, buying an estimated $3.98M and bringing the position to 79,203 shares worth $15.3M. The position accounts for 0.17% of the portfolio, ranked #81.

Williams Jones Wealth Management first reported a position in IQV in Q2 2023 and has held it in 8 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Williams Jones Wealth Management held 79,203 shares of IQVIA worth $15.3M as of Q2 2026.
  • Williams Jones Wealth Management bought 22,821 IQVIA shares in Q2 2026, an estimated $3.98M.
  • IQVIA made up 0.17% of Williams Jones Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Williams Jones Wealth Management first reported a position in IQVIA in Q2 2023 and has held it in 8 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.