Acorn Financial Advisory Services’s IQVIA IQV Stock Holding History

Acorn Financial Advisory Services’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	-1,068	Closed	-$241K	–	226
2025 Q4	$241K	Buy	+1,068	New	+$232K	0.04%	185
2024 Q4	–	Sell	-945	Closed	-$224K	–	211
2024 Q3	$224K	Buy	+945	New	+$223K	0.04%	189
2024 Q2	–	Sell	-971	Closed	-$246K	–	205
2024 Q1	$246K	Sell	971 -14	-1%	-$3.27K	0.05%	179
2023 Q4	$228K	Sell	985 -40	-4%	-$8.21K	0.04%	228
2023 Q3	$202K	Sell	1,025 -13	-1%	-$2.82K	0.04%	235
2023 Q2	$233K	Hold	1,038	–	–	0.04%	223
2023 Q1	$206K	Sell	1,038 -4	-0.4%	-$855	0.04%	217
2022 Q4	$213K	Buy	+1,042	New	+$211K	0.05%	207
2022 Q3	–	Sell	-1,054	Closed	-$229K	–	219
2022 Q2	$229K	Sell	1,054 -12	-1%	-$2.61K	0.05%	196
2022 Q1	$246K	Hold	1,066	–	–	0.05%	198
2021 Q4	$301K	Buy	1,066 +12	+1%	+$3.11K	0.06%	182
2021 Q3	$252K	Buy	1,054 +69	+7%	+$17.4K	0.08%	188
2021 Q2	$239K	Buy	+985	New	+$227K	0.07%	216

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return

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

Acorn Financial Advisory Services's IQV Position: Q1 2026 in Review

Acorn Financial Advisory Services sold out of IQVIA (IQV) in Q1 2026, closing a stake of 1,068 shares — an estimated $241K sold.

Acorn Financial Advisory Services first reported a position in IQV in Q2 2021 and held it in 13 quarters. The position peaked at $301K in Q4 2021. 1,069 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Acorn Financial Advisory Services reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
Acorn Financial Advisory Services sold 1,068 IQVIA shares in Q1 2026, an estimated $241K.
Acorn Financial Advisory Services first reported a position in IQVIA in Q2 2021 and held it in 13 quarters.
Acorn Financial Advisory Services's IQVIA position peaked at $301K in Q4 2021.
1,069 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.