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B. Riley Wealth Advisors’s IQVIA IQV Stock Holding History

B. Riley 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 		$296K Buy
1,533
+37
+2% +$6.45K 0.02% 631
2026
Q1 		$249K Sell
1,496
-11
-0.7% -$2.15K 0.02% 641
2025
Q4 		$340K Sell
1,507
-182
-11% -$39.6K 0.02% 666
2025
Q3 		$321K Buy
1,689
+151
+10% +$27.5K 0.01% 698
2025
Q2 		$242K Buy
+1,538
New +$232K 0.01% 797
2024
Q4 		$468K Sell
2,384
-402
-14% -$84.8K 0.02% 716
2024
Q3 		$653K Sell
2,786
-408
-13% -$96.3K 0.02% 646
2024
Q2 		$675K Sell
3,194
-374
-10% -$85K 0.02% 686
2024
Q1 		$702K Buy
3,568
+436
+14% +$102K 0.02% 638
2023
Q4 		$725K Sell
3,132
-436
-12% -$89.5K 0.02% 643
2023
Q3 		$702K Buy
3,568
+56
+2% +$12.2K 0.02% 638
2023
Q2 		$789K Sell
3,512
-1,074
-23% -$216K 0.02% 655
2023
Q1 		$912K Sell
4,586
-223
-5% -$47.7K 0.02% 565
2022
Q4 		$985K Buy
4,809
+939
+24% +$190K 0.03% 540
2022
Q3 		$702K Buy
3,870
+277
+8% +$60.7K 0.02% 633
2022
Q2 		$781K Sell
3,593
-649
-15% -$141K 0.03% 496
2022
Q1 		$981K Sell
4,242
-567
-12% -$134K 0.03% 498
2021
Q4 		$1.36M Sell
4,809
-458
-9% -$119K 0.04% 439
2021
Q3 		$1.26M Sell
5,267
-150
-3% -$37.9K 0.04% 449
2021
Q2 		$1.31M Buy
5,417
+883
+19% +$204K 0.04% 438
2021
Q1 		$877K Buy
4,534
+185
+4% +$34.7K 0.03% 520
2020
Q4 		$780K Sell
4,349
-6
-0.1% -$1.01K 0.04% 396
2020
Q3 		$685K Buy
4,355
+482
+12% +$75.5K 0.04% 422
2020
Q2 		$550K Sell
3,873
-564
-13% -$76.4K 0.04% 422
2020
Q1 		$479K Buy
4,437
+700
+19% +$100K 0.04% 399
2019
Q4 		$578K Sell
3,737
-10,917
-74% -$1.59M 0.05% 385
2019
Q3 		$2.19M Buy
14,654
+10,867
+287% +$1.69M 0.22% 101
2019
Q2 		$610K Buy
3,787
+234
+7% +$32.8K 0.07% 302
2019
Q1 		$512K Sell
3,553
-62
-2% -$8.26K 0.06% 335
2018
Q4 		$420K Sell
3,615
-226
-6% -$27.4K 0.06% 350
2018
Q3 		$499K Buy
3,841
+578
+18% +$69.4K 0.06% 350
2018
Q2 		$326K Buy
3,263
+13
+0.4% +$1.3K 0.04% 430
2018
Q1 		$319K Buy
3,250
+69
+2% +$6.97K 0.04% 437
2017
Q4 		$312K Hold
3,181
– – 0.04% 428
2017
Q3 		$303K Sell
3,181
-62
-2% -$5.75K 0.05% 371
2017
Q2 		$291K Sell
3,243
-189
-6% -$16K 0.05% 371
2017
Q1 		$277K Sell
3,432
-506
-13% -$39.5K 0.06% 368
2016
Q4 		$300K Sell
3,938
-65
-2% -$4.98K 0.06% 348
2016
Q3 		$325K Sell
4,003
-486
-11% -$36.8K 0.06% 384
2016
Q2 		$294K Sell
4,489
-79
-2% -$5.29K 0.06% 398
2016
Q1 		$297K Sell
4,568
-56
-1% -$3.54K 0.07% 359
2015
Q4 		$319K Buy
4,624
+59
+1% +$4.03K 0.06% 350
2015
Q3 		$319K Buy
+4,565
New +$342K 0.08% 336

Other funds holding IQV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

B. Riley Wealth Advisors's IQV Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its IQVIA (IQV) stake by 2.5% in Q2 2026, buying an estimated $6.45K and bringing the position to 1,533 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #631.

B. Riley Wealth Advisors first reported a position in IQV in Q3 2015 and has held it in 43 quarters since. The position peaked at $2.19M in Q3 2019. 153 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • B. Riley Wealth Advisors held 1,533 shares of IQVIA worth $296K as of Q2 2026.
  • B. Riley Wealth Advisors bought 37 IQVIA shares in Q2 2026, an estimated $6.45K.
  • IQVIA made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #631 holding.
  • B. Riley Wealth Advisors first reported a position in IQVIA in Q3 2015 and has held it in 43 quarters since.
  • B. Riley Wealth Advisors's IQVIA position peaked at $2.19M in Q3 2019.
  • 153 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.