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American Capital Advisory’s IQVIA IQV Stock Holding History

American Capital Advisory’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 		$1.35K Hold
7
– – ﹤0.01% 725
2026
Q1 		$1.19K Buy
7
+4
+133% +$780 ﹤0.01% 643
2025
Q4 		$677 Hold
3
– – ﹤0.01% 684
2025
Q3 		$570 Hold
3
– – ﹤0.01% 662
2025
Q2 		$473 Buy
3
+1
+50% +$151 ﹤0.01% 644
2025
Q1 		$353 Buy
+2
New +$388 ﹤0.01% 572

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

American Capital Advisory's IQV Position: Q2 2026 in Review

American Capital Advisory held its IQVIA (IQV) position steady in Q2 2026 at 7 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

American Capital Advisory first reported a position in IQV in Q1 2025 and has held it in 6 quarters since. 578 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • American Capital Advisory held 7 shares of IQVIA worth $1.35K as of Q2 2026.
  • American Capital Advisory left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #725 holding.
  • American Capital Advisory first reported a position in IQVIA in Q1 2025 and has held it in 6 quarters since.
  • 578 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.