Boston Private Wealth LLC

SEC CIK: 0001626116
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

IQV holding history

IQVIA Holdings Inc. in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IQV overview All 13F holders of IQV Full Q2 2026 holdings

Shares (Q2 2026): 4,349
Value: $840.2K
% of portfolio: 0.1%
Quarters held: 21; Since Q1 2021

Holdings of IQV by Boston Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,349	$840.2K	0.1%	+300+7.4%	Added	Holders
Q1 2026	4,049	$690.4K	<0.1%	−1,038−20.4%	Reduced	Holders
Q4 2025	5,087	$1.15M	0.1%	−255−4.8%	Reduced	Holders
Q3 2025	5,342	$1.01M	0.1%	−2,092−28.1%	Reduced	Holders
Q2 2025	7,434	$1.17M	0.1%	−4,807−39.3%	Reduced	Holders
Q1 2025	12,241	$2.16M	0.1%	−13,418−52.3%	Reduced	Holders
Q4 2024	25,659	$5.04M	0.1%	+25,659	New	Holders
Q3 2024	0	$0	0.0%	−29,318−100.0%	Sold out	Holders
Q2 2024	29,318	$6.20M	0.2%	−1,395−4.5%	Reduced	Holders
Q1 2024	30,713	$7.77M	0.2%	−4,730−13.3%	Reduced	Holders
Q4 2023	35,443	$8.20M	0.2%	−12,854−26.6%	Reduced	Holders
Q3 2023	48,297	$9.50M	0.2%	−3,431−6.6%	Reduced	Holders
Q2 2023	51,728	$11.6M	0.2%	−7,384−12.5%	Reduced	Holders
Q1 2023	59,112	$11.8M	0.2%	−5,691−8.8%	Reduced	Holders
Q4 2022	64,803	$13.3M	0.2%	−1,168−1.8%	Reduced	Holders
Q3 2022	65,971	$11.9M	0.2%	−1,175−1.7%	Reduced	Holders
Q2 2022	67,146	$14.6M	0.2%	−355−0.5%	Reduced	Holders
Q1 2022	67,501	$15.6M	0.2%	−10,985−14.0%	Reduced	Holders
Q4 2021	78,486	$22.1M	0.4%	+701+0.9%	Added	Holders
Q3 2021	77,785	$18.6M	0.2%	−341−0.4%	Reduced	Holders
Q2 2021	78,126	$18.9M	0.2%	+1,962+2.6%	Added	Holders
Q1 2021	76,164	$14.7M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.