Winnow Wealth’s IQVIA IQV Stock Holding History

Winnow Wealth’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	-17	Closed	-$3.84K	–	337
2025 Q4	$3.84K	Buy	17 +11	+183%	+$2.39K	﹤0.01%	302
2025 Q3	$1.14K	Buy	+6	New	+$1.09K	﹤0.01%	406
2025 Q2	–	Sell	-6	Closed	-$892	–	416
2025 Q1	$892	Buy	6 +2	+50%	+$388	﹤0.01%	401
2024 Q4	$667	Buy	+4	New	+$844	﹤0.01%	395

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

Winnow Wealth's IQV Position: Q1 2026 in Review

Winnow Wealth sold out of IQVIA (IQV) in Q1 2026, closing a stake of 17 shares — an estimated $3.84K sold.

Winnow Wealth first reported a position in IQV in Q4 2024 and held it in 4 quarters. The position peaked at $3.84K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Winnow Wealth reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 17 IQVIA shares in Q1 2026, an estimated $3.84K.
Winnow Wealth first reported a position in IQVIA in Q4 2024 and held it in 4 quarters.
Winnow Wealth's IQVIA position peaked at $3.84K in Q4 2025.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.