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BOLTON SECURITIES CORPORATION’s IQVIA IQV Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$54.6K Hold
203
– – ﹤0.01% 1317
2026
Q2 		$39.2K Sell
203
-62
-23% -$10.8K ﹤0.01% 1421
2026
Q1 		$45.2K Buy
+265
New +$51.7K ﹤0.01% 1252
2025
Q3 		$50.3K Buy
+265
New +$48.2K ﹤0.01% 1144
2025
Q1 		$58.7K Buy
+333
New +$64.6K ﹤0.01% 1006

Other funds holding IQV

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IQV Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its IQVIA (IQV) position steady in Q3 2026 at 203 shares worth $54.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

BOLTON SECURITIES CORPORATION first reported a position in IQV in Q1 2025 and has held it in 5 quarters since. The position peaked at $58.7K in Q1 2025. 833 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 203 shares of IQVIA worth $54.6K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its IQVIA share count unchanged in Q3 2026.
  • IQVIA made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1317 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in IQVIA in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's IQVIA position peaked at $58.7K in Q1 2025.
  • 833 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.