Advisors Asset Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.07M | Sell |
5,552
-561
| -9% | -$97.8K | 0.02% | 793 |
|
|
2026
Q1 | $1.04M | Sell |
6,113
-234
| -4% | -$45.7K | 0.02% | 799 |
|
|
2025
Q4 | $1.43M | Sell |
6,347
-705
| -10% | -$153K | 0.02% | 697 |
|
|
2025
Q3 | $1.34M | Buy |
7,052
+323
| +5% | +$58.7K | 0.02% | 712 |
|
|
2025
Q2 | $1.06M | Buy |
6,729
+903
| +15% | +$136K | 0.02% | 763 |
|
|
2025
Q1 | $1.03M | Buy |
5,826
+1,176
| +25% | +$228K | 0.02% | 741 |
|
|
2024
Q4 | $914K | Buy |
4,650
+1,805
| +63% | +$381K | 0.02% | 764 |
|
|
2024
Q3 | $674K | Buy |
2,845
+1,213
| +74% | +$286K | 0.01% | 840 |
|
|
2024
Q2 | $345K | Buy |
1,632
+334
| +26% | +$75.9K | 0.01% | 986 |
|
|
2024
Q1 | $328K | Buy |
1,298
+669
| +106% | +$156K | 0.01% | 1026 |
|
|
2023
Q4 | $146K | Sell |
629
-2,896
| -82% | -$595K | ﹤0.01% | 1160 |
|
|
2023
Q3 | $694K | Buy |
3,525
+339
| +11% | +$73.6K | 0.01% | 814 |
|
|
2023
Q2 | $716K | Sell |
3,186
-2,424
| -43% | -$487K | 0.01% | 843 |
|
|
2023
Q1 | $1.12M | Sell |
5,610
-5,038
| -47% | -$1.08M | 0.02% | 722 |
|
|
2022
Q4 | $2.18M | Sell |
10,648
-529
| -5% | -$107K | 0.04% | 476 |
|
|
2022
Q3 | $2.02M | Sell |
11,177
-454
| -4% | -$99.5K | 0.04% | 499 |
|
|
2022
Q2 | $2.52M | Buy |
+11,631
| New | +$2.53M | 0.05% | 437 |
|
|
2022
Q1 | – | Sell |
-7,719
| Closed | -$2.18M | – | 658 |
|
|
2021
Q4 | $2.18M | Buy |
7,719
+5,091
| +194% | +$1.32M | 0.03% | 573 |
|
|
2021
Q3 | $630K | Buy |
2,628
+987
| +60% | +$249K | 0.01% | 938 |
|
|
2021
Q2 | $398K | Buy |
1,641
+421
| +35% | +$97.2K | 0.01% | 1070 |
|
|
2021
Q1 | $236K | Sell |
1,220
-53
| -4% | -$9.95K | ﹤0.01% | 1182 |
|
|
2020
Q4 | $228K | Sell |
1,273
-24
| -2% | -$4.04K | ﹤0.01% | 1192 |
|
|
2020
Q3 | $204K | Sell |
1,297
-18
| -1% | -$2.82K | ﹤0.01% | 1177 |
|
|
2020
Q2 | $187K | Buy |
1,315
+275
| +26% | +$37.3K | ﹤0.01% | 1184 |
|
|
2020
Q1 | $112K | Buy |
1,040
+320
| +44% | +$45.7K | ﹤0.01% | 1211 |
|
|
2019
Q4 | $111K | Buy |
720
+354
| +97% | +$51.7K | ﹤0.01% | 1305 |
|
|
2019
Q3 | $54.7K | Sell |
366
-2,973
| -89% | -$463K | ﹤0.01% | 1387 |
|
|
2019
Q2 | $537K | Sell |
3,339
-160
| -5% | -$22.4K | 0.01% | 989 |
|
|
2019
Q1 | $503K | Sell |
3,499
-42
| -1% | -$5.6K | 0.01% | 990 |
|
|
2018
Q4 | $411K | Sell |
3,541
-603
| -15% | -$73K | 0.01% | 1023 |
|
|
2018
Q3 | $538K | Sell |
4,144
-418
| -9% | -$50.2K | 0.01% | 1030 |
|
|
2018
Q2 | $455K | Sell |
4,562
-618
| -12% | -$61.7K | 0.01% | 1076 |
|
|
2018
Q1 | $509K | Sell |
5,180
-909
| -15% | -$91.9K | 0.01% | 1050 |
|
|
2017
Q4 | $596K | Buy |
6,089
+847
| +16% | +$86.2K | 0.01% | 1025 |
|
|
2017
Q3 | $498K | Buy |
5,242
+3,123
| +147% | +$289K | 0.01% | 1060 |
|
|
2017
Q2 | $190K | Sell |
2,119
-136
| -6% | -$11.5K | ﹤0.01% | 1278 |
|
|
2017
Q1 | $182K | Sell |
2,255
-326
| -13% | -$25.4K | ﹤0.01% | 1312 |
|
|
2016
Q4 | $196K | Sell |
2,581
-519
| -17% | -$39.8K | ﹤0.01% | 1375 |
|
|
2016
Q3 | $251K | Buy |
3,100
+244
| +9% | +$18.5K | ﹤0.01% | 1302 |
|
|
2016
Q2 | $187K | Buy |
2,856
+443
| +18% | +$29.7K | ﹤0.01% | 1362 |
|
|
2016
Q1 | $157K | Buy |
2,413
+733
| +44% | +$46.4K | ﹤0.01% | 1357 |
|
|
2015
Q4 | $115K | Buy |
1,680
+955
| +132% | +$65.3K | ﹤0.01% | 1514 |
|
|
2015
Q3 | $50K | Buy |
+725
| New | +$54.3K | ﹤0.01% | 1713 |
|
Other funds holding IQV
Advisors Asset Management's IQV Position: Q2 2026 in Review
Advisors Asset Management reduced its IQVIA (IQV) stake by 9.2% in Q2 2026, selling an estimated $97.8K and leaving 5,552 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #793.
Advisors Asset Management first reported a position in IQV in Q3 2015 and has held it in 43 quarters since. The position peaked at $2.52M in Q2 2022. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.
- Advisors Asset Management held 5,552 shares of IQVIA worth $1.07M as of Q2 2026.
- Advisors Asset Management sold 561 IQVIA shares in Q2 2026, an estimated $97.8K.
- IQVIA made up 0.02% of Advisors Asset Management's portfolio in Q2 2026, its #793 holding.
- Advisors Asset Management first reported a position in IQVIA in Q3 2015 and has held it in 43 quarters since.
- Advisors Asset Management's IQVIA position peaked at $2.52M in Q2 2022.
- 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.
Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.