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Advisor OS’s IQVIA IQV Stock Holding History

Advisor OS’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 		$211K Buy
+1,093
New +$191K 0.01% 552
2026
Q1 		– Sell
-1,245
Closed -$281K – 606
2025
Q4 		$281K Buy
1,245
+173
+16% +$37.6K 0.02% 395
2025
Q3 		$204K Buy
+1,072
New +$195K 0.02% 451

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor OS's IQV Position: Q2 2026 in Review

Advisor OS opened a new position in IQVIA (IQV) in Q2 2026: 1,093 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Advisor OS previously reported a position in IQV as recently as Q4 2025.

Advisor OS first reported a position in IQV in Q3 2025 and has held it in 3 quarters since. The position peaked at $281K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Advisor OS held 1,093 shares of IQVIA worth $211K as of Q2 2026.
  • IQVIA was a new Advisor OS position in Q2 2026.
  • IQVIA made up 0.01% of Advisor OS's portfolio in Q2 2026, its #552 holding.
  • Advisor OS first reported a position in IQVIA in Q3 2025 and has held it in 3 quarters since.
  • Advisor OS's IQVIA position peaked at $281K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.