Addison Advisors’s IQVIA IQV Stock Holding History

Addison Advisors’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 Q2	$1.74K	Sell	9 -1	-10%	-$174	﹤0.01%	588
2026 Q1	$1.71K	Buy	+10	New	+$1.95K	﹤0.01%	842
2023 Q1	–	Sell	-4	Closed	-$820	–	708
2022 Q4	$820	Hold	4	–	–	﹤0.01%	638
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	625
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	615
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	642
2021 Q4	$1K	Buy	+4	New	+$1.04K	﹤0.01%	594

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Addison Advisors's IQV Position: Q2 2026 in Review

Addison Advisors reduced its IQVIA (IQV) stake by 10% in Q2 2026, selling an estimated $174 and leaving 9 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Addison Advisors first reported a position in IQV in Q4 2021 and has held it in 7 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Addison Advisors held 9 shares of IQVIA worth $1.74K as of Q2 2026.
Addison Advisors sold 1 IQVIA share in Q2 2026, an estimated $174.
IQVIA made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #588 holding.
Addison Advisors first reported a position in IQVIA in Q4 2021 and has held it in 7 quarters since.
1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.