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Aviso Financial’s IQVIA IQV Stock Holding History

Aviso Financial’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
Q1 		$993K Sell
5,822
-555
-9% -$108K 0.04% 156
2025
Q4 		$1.44M Sell
6,377
-13
-0.2% -$2.83K 0.05% 124
2025
Q3 		$1.21M Sell
6,390
-311
-5% -$56.6K 0.05% 148
2025
Q2 		$1.06M Buy
6,701
+623
+10% +$93.8K 0.05% 149
2025
Q1 		$1.07M Sell
6,078
-123,389
-95% -$23.9M 0.05% 142
2024
Q4 		$25.4M Buy
129,467
+4,222
+3% +$890K 1.28% 23
2024
Q3 		$29.7M Buy
125,245
+2,912
+2% +$687K 1.47% 22
2024
Q2 		$25.9M Buy
+122,333
New +$27.8M 1.44% 23

Other funds holding IQV

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aviso Financial's IQV Position: Q1 2026 in Review

Aviso Financial reduced its IQVIA (IQV) stake by 8.7% in Q1 2026, selling an estimated $108K and leaving 5,822 shares worth $993K. The position accounts for 0.04% of the portfolio, ranked #156.

Aviso Financial first reported a position in IQV in Q2 2024 and has held it in 8 quarters since. The position peaked at $29.7M in Q3 2024. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Aviso Financial held 5,822 shares of IQVIA worth $993K as of Q1 2026.
  • Aviso Financial sold 555 IQVIA shares in Q1 2026, an estimated $108K.
  • IQVIA made up 0.04% of Aviso Financial's portfolio in Q1 2026, its #156 holding.
  • Aviso Financial first reported a position in IQVIA in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's IQVIA position peaked at $29.7M in Q3 2024.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.