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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
Q2 		$1.08M Sell
5,588
-234
-4% -$40.8K 0.04% 124
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 $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

Aviso Financial's IQV Position: Q2 2026 in Review

Aviso Financial reduced its IQVIA (IQV) stake by 4% in Q2 2026, selling an estimated $40.8K and leaving 5,588 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #124.

Aviso Financial first reported a position in IQV in Q2 2024 and has held it in 9 quarters since. The position peaked at $29.7M in Q3 2024. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Aviso Financial held 5,588 shares of IQVIA worth $1.08M as of Q2 2026.
  • Aviso Financial sold 234 IQVIA shares in Q2 2026, an estimated $40.8K.
  • IQVIA made up 0.04% of Aviso Financial's portfolio in Q2 2026, its #124 holding.
  • Aviso Financial first reported a position in IQVIA in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's IQVIA position peaked at $29.7M in Q3 2024.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.