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Annis Gardner Whiting Capital Advisors’s IQVIA IQV Stock Holding History

Annis Gardner Whiting Capital 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 		$471K Buy
2,440
+34
+1% +$5.93K 0.07% 211
2026
Q1 		$410K Sell
2,406
-101
-4% -$19.7K 0.07% 213
2025
Q4 		$565K Buy
2,507
+170
+7% +$37K 0.11% 168
2025
Q3 		$444K Buy
2,337
+1,961
+522% +$357K 0.09% 177
2025
Q2 		$59.3K Buy
376
+200
+114% +$30.1K 0.02% 388
2025
Q1 		$31K Sell
176
-2,012
-92% -$390K 0.01% 398
2024
Q4 		$430K Sell
2,188
-49
-2% -$10.3K 0.12% 141
2024
Q3 		$530K Sell
2,237
-74
-3% -$17.5K 0.15% 120
2024
Q2 		$489K Buy
2,311
+168
+8% +$38.2K 0.14% 132
2024
Q1 		$542K Buy
2,143
+235
+12% +$54.9K 0.19% 98
2023
Q4 		$441K Buy
1,908
+512
+37% +$105K 0.2% 95
2023
Q3 		$275K Buy
+1,396
New +$303K 0.15% 111

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

Annis Gardner Whiting Capital Advisors's IQV Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its IQVIA (IQV) stake by 1.4% in Q2 2026, buying an estimated $5.93K and bringing the position to 2,440 shares worth $471K. The position accounts for 0.07% of the portfolio, ranked #211.

Annis Gardner Whiting Capital Advisors first reported a position in IQV in Q3 2023 and has held it in 12 quarters since. The position peaked at $565K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 2,440 shares of IQVIA worth $471K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 34 IQVIA shares in Q2 2026, an estimated $5.93K.
  • IQVIA made up 0.07% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #211 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in IQVIA in Q3 2023 and has held it in 12 quarters since.
  • Annis Gardner Whiting Capital Advisors's IQVIA position peaked at $565K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.