Wunderlich Capital Managemnt’s IQVIA IQV Stock Holding History

Wunderlich Capital Managemnt’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
2024 Q2	$1.93M	Buy	9,110 +111	+1%	+$25.2K	0.86%	50
2024 Q1	$2.28M	Sell	8,999 -533	-6%	-$124K	1.03%	44
2023 Q4	$2.21M	Sell	9,532 -131	-1%	-$26.9K	0.99%	45
2023 Q3	$1.9M	Sell	9,663 -9	-0.1%	-$1.95K	0.94%	46
2023 Q2	$2.17M	Buy	9,672 +35	+0.4%	+$7.03K	1.07%	44
2023 Q1	$1.92M	Buy	9,637 +154	+2%	+$32.9K	1%	49
2022 Q4	$1.94M	Buy	9,483 +121	+1%	+$24.5K	1.08%	48
2022 Q3	$1.7M	Buy	9,362 +289	+3%	+$63.3K	1.09%	49
2022 Q2	$1.97M	Buy	+9,073	New	+$1.97M	1.15%	44

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Wunderlich Capital Managemnt's IQV Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its IQVIA (IQV) stake by 1.2% in Q2 2024, buying an estimated $25.2K and bringing the position to 9,110 shares worth $1.93M. The position accounts for 0.86% of the portfolio, ranked #50.

Wunderlich Capital Managemnt first reported a position in IQV in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.28M in Q1 2024. 1,020 funds tracked by Wall St. Rank hold IQV as of Q2 2024.

Wunderlich Capital Managemnt held 9,110 shares of IQVIA worth $1.93M as of Q2 2024.
Wunderlich Capital Managemnt bought 111 IQVIA shares in Q2 2024, an estimated $25.2K.
IQVIA made up 0.86% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #50 holding.
Wunderlich Capital Managemnt first reported a position in IQVIA in Q2 2022 and has held it in 9 quarters since.
Wunderlich Capital Managemnt's IQVIA position peaked at $2.28M in Q1 2024.
1,020 funds tracked by Wall St. Rank held IQVIA as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.