AAS
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Avantax Advisory Services’s IQVIA IQV Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.84M Buy
11,698
+1,471
+14% +$221K 0.01% 847
2025
Q1 		$1.8M Buy
10,227
+1,744
+21% +$338K 0.01% 788
2024
Q4 		$1.67M Sell
8,483
-1,529
-15% -$322K 0.01% 806
2024
Q3 		$2.37M Buy
10,012
+3,583
+56% +$846K 0.02% 617
2024
Q2 		$1.36M Buy
6,429
+3,691
+135% +$839K 0.01% 820
2024
Q1 		$692K Buy
2,738
+36
+1% +$8.4K 0.01% 903
2023
Q4 		$625K Buy
2,702
+766
+40% +$157K 0.01% 895
2023
Q3 		$381K Buy
1,936
+154
+9% +$33.4K ﹤0.01% 1062
2023
Q2 		$401K Buy
1,782
+181
+11% +$36.3K ﹤0.01% 1035
2023
Q1 		$318K Buy
1,601
+96
+6% +$20.5K ﹤0.01% 1119
2022
Q4 		$308K Buy
1,505
+95
+7% +$19.3K ﹤0.01% 1092
2022
Q3 		$255K Sell
1,410
-10
-0.7% -$2.19K ﹤0.01% 1075
2022
Q2 		$308K Buy
1,420
+63
+5% +$13.7K ﹤0.01% 995
2022
Q1 		$315K Sell
1,357
-1,039
-43% -$246K ﹤0.01% 974
2021
Q4 		$676K Sell
2,396
-389
-14% -$101K 0.01% 656
2021
Q3 		$668K Buy
2,785
+707
+34% +$178K 0.01% 612
2021
Q2 		$503K Buy
+2,078
New +$480K 0.01% 708
2020
Q4 		– Sell
-1,971
Closed -$312K – 1139
2020
Q3 		$312K Buy
+1,971
New +$309K 0.01% 1002
2020
Q1 		– Sell
-1,557
Closed -$240K – 849
2019
Q4 		$240K Buy
1,557
+143
+10% +$20.9K 0.01% 718
2019
Q3 		$212K Sell
1,414
-174
-11% -$27.1K 0.01% 526
2019
Q2 		$256K Sell
1,588
-41
-3% -$5.75K 0.01% 429
2019
Q1 		$234K Buy
+1,629
New +$217K 0.01% 420

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's IQV Position: Q2 2025 in Review

Avantax Advisory Services increased its IQVIA (IQV) stake by 14% in Q2 2025, buying an estimated $221K and bringing the position to 11,698 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #847.

Avantax Advisory Services first reported a position in IQV in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.37M in Q3 2024. 978 funds tracked by Wall St. Rank hold IQV as of Q2 2025.

  • Avantax Advisory Services held 11,698 shares of IQVIA worth $1.84M as of Q2 2025.
  • Avantax Advisory Services bought 1,471 IQVIA shares in Q2 2025, an estimated $221K.
  • IQVIA made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #847 holding.
  • Avantax Advisory Services first reported a position in IQVIA in Q1 2019 and has held it in 22 quarters since.
  • Avantax Advisory Services's IQVIA position peaked at $2.37M in Q3 2024.
  • 978 funds tracked by Wall St. Rank held IQVIA as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.