AWA
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Arkadios Wealth Advisors’s IQVIA IQV Stock Holding History

Arkadios Wealth 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 		$901K Buy
4,662
+484
+12% +$84.4K 0.01% 850
2026
Q1 		$712K Buy
4,178
+1,485
+55% +$290K 0.01% 944
2025
Q4 		$607K Buy
2,693
+424
+19% +$92.3K 0.01% 912
2025
Q3 		$431K Buy
2,269
+360
+19% +$65.5K 0.01% 1001
2025
Q2 		$301K Buy
+1,909
New +$287K 0.01% 1059
2024
Q4 		– Sell
-1,000
Closed -$237K – 971
2024
Q3 		$237K Buy
1,000
+41
+4% +$9.68K 0.01% 785
2024
Q2 		$203K Buy
959
+13
+1% +$2.95K 0.01% 766
2024
Q1 		$239K Sell
946
-72
-7% -$16.8K 0.02% 603
2023
Q4 		$236K Sell
1,018
-18
-2% -$3.7K 0.02% 607
2023
Q3 		$204K Buy
1,036
+14
+1% +$3.04K 0.02% 617
2023
Q2 		$230K Sell
1,022
-256
-20% -$51.4K 0.03% 524
2023
Q1 		$254K Sell
1,278
-84
-6% -$18K 0.03% 483
2022
Q4 		$279K Buy
1,362
+7
+0.5% +$1.42K 0.04% 428
2022
Q3 		$245K Buy
1,355
+70
+5% +$15.3K 0.04% 429
2022
Q2 		$279K Sell
1,285
-91
-7% -$19.8K 0.04% 413
2022
Q1 		$318K Buy
1,376
+195
+17% +$46.2K 0.04% 413
2021
Q4 		$333K Buy
1,181
+213
+22% +$55.3K 0.04% 419
2021
Q3 		$231K Sell
968
-110
-10% -$27.8K 0.03% 466
2021
Q2 		$261K Buy
1,078
+749
+228% +$173K 0.03% 477
2021
Q1 		$63K Buy
329
+14
+4% +$2.63K 0.01% 631
2020
Q4 		$56K Sell
315
-718
-70% -$121K 0.01% 533
2020
Q3 		$170K Sell
1,033
-36
-3% -$5.64K 0.09% 201
2020
Q2 		$158K Buy
1,069
+961
+890% +$130K 0.09% 182
2020
Q1 		$11.6K Buy
+108
New +$15.4K 0.01% 606

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

Arkadios Wealth Advisors's IQV Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its IQVIA (IQV) stake by 12% in Q2 2026, buying an estimated $84.4K and bringing the position to 4,662 shares worth $901K. The position accounts for 0.01% of the portfolio, ranked #850.

Arkadios Wealth Advisors first reported a position in IQV in Q1 2020 and has held it in 24 quarters since. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Arkadios Wealth Advisors held 4,662 shares of IQVIA worth $901K as of Q2 2026.
  • Arkadios Wealth Advisors bought 484 IQVIA shares in Q2 2026, an estimated $84.4K.
  • IQVIA made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #850 holding.
  • Arkadios Wealth Advisors first reported a position in IQVIA in Q1 2020 and has held it in 24 quarters since.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.