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Alliance Wealth Advisors (Pennsylvania)’s IQVIA IQV Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$329K Sell
1,704
-94
-5% -$16.4K 0.11% 124
2026
Q1 		$307K Sell
1,798
-75
-4% -$14.6K 0.13% 125
2025
Q4 		$422K Hold
1,873
– – 0.18% 90
2025
Q3 		$356K Buy
1,873
+22
+1% +$4K 0.16% 108
2025
Q2 		$292K Buy
1,851
+345
+23% +$51.9K 0.15% 116
2025
Q1 		$266K Sell
1,506
-154
-9% -$29.9K 0.15% 119
2024
Q4 		$326K Hold
1,660
– – 0.18% 103
2024
Q3 		$393K Sell
1,660
-12
-0.7% -$2.83K 0.22% 83
2024
Q2 		$354K Sell
1,672
-96
-5% -$21.8K 0.22% 87
2024
Q1 		$447K Sell
1,768
-98
-5% -$22.9K 0.28% 67
2023
Q4 		$432K Sell
1,866
-170
-8% -$34.9K 0.29% 65
2023
Q3 		$401K Buy
2,036
+8
+0.4% +$1.74K 0.29% 67
2023
Q2 		$456K Hold
2,028
– – 0.32% 63
2023
Q1 		$403K Sell
2,028
-108
-5% -$23.1K 0.3% 70
2022
Q4 		$438K Buy
2,136
+5
+0.2% +$1.01K 0.36% 60
2022
Q3 		$386K Sell
2,131
-65
-3% -$14.2K 0.36% 59
2022
Q2 		$477K Buy
2,196
+20
+0.9% +$4.34K 0.41% 56
2022
Q1 		$503K Buy
2,176
+215
+11% +$50.9K 0.42% 58
2021
Q4 		$553K Buy
1,961
+29
+2% +$7.53K 0.45% 57
2021
Q3 		$463K Buy
1,932
+19
+1% +$4.8K 0.41% 61
2021
Q2 		$464K Buy
1,913
+137
+8% +$31.6K 0.42% 60
2021
Q1 		$343K Buy
+1,776
New +$333K 0.34% 71

Other funds holding IQV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s IQV Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its IQVIA (IQV) stake by 5.2% in Q2 2026, selling an estimated $16.4K and leaving 1,704 shares worth $329K. The position accounts for 0.11% of the portfolio, ranked #124.

Alliance Wealth Advisors (Pennsylvania) first reported a position in IQV in Q1 2021 and has held it in 22 quarters since. The position peaked at $553K in Q4 2021. 110 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 1,704 shares of IQVIA worth $329K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 94 IQVIA shares in Q2 2026, an estimated $16.4K.
  • IQVIA made up 0.11% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #124 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in IQVIA in Q1 2021 and has held it in 22 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s IQVIA position peaked at $553K in Q4 2021.
  • 110 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.