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Bell Investment Advisors’s IQVIA IQV Stock Holding History

Bell Investment 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 		$5.41K Sell
28
-8
-22% -$1.4K ﹤0.01% 946
2026
Q1 		$6.14K Sell
36
-48
-57% -$9.37K ﹤0.01% 880
2025
Q4 		$18.9K Buy
84
+30
+56% +$6.53K ﹤0.01% 465
2025
Q3 		$10.3K Buy
54
+26
+93% +$4.73K ﹤0.01% 636
2025
Q2 		$4.41K Sell
28
-8
-22% -$1.2K ﹤0.01% 1036
2025
Q1 		$6.35K Buy
36
+9
+33% +$1.75K ﹤0.01% 803
2024
Q4 		$5.31K Sell
27
-10
-27% -$2.11K ﹤0.01% 904
2024
Q3 		$8.77K Hold
37
– – ﹤0.01% 673
2024
Q2 		$7.82K Sell
37
-3
-8% -$682 ﹤0.01% 710
2024
Q1 		$10.1K Buy
40
+2
+5% +$467 ﹤0.01% 589
2023
Q4 		$8.79K Buy
38
+11
+41% +$2.26K ﹤0.01% 612
2023
Q3 		$5.31K Buy
27
+4
+17% +$869 ﹤0.01% 778
2023
Q2 		$5.17K Sell
23
-1
-4% -$201 ﹤0.01% 805
2023
Q1 		$4.77K Sell
24
-7
-23% -$1.5K ﹤0.01% 812
2022
Q4 		$6.35K Sell
31
-1
-3% -$203 ﹤0.01% 688
2022
Q3 		$6K Sell
32
-27
-46% -$5.92K ﹤0.01% 593
2022
Q2 		$13K Buy
+59
New +$12.8K ﹤0.01% 360
2021
Q4 		$12K Hold
43
– – ﹤0.01% 444
2021
Q3 		$10K Buy
+43
New +$10.9K ﹤0.01% 455

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

Bell Investment Advisors's IQV Position: Q2 2026 in Review

Bell Investment Advisors reduced its IQVIA (IQV) stake by 22% in Q2 2026, selling an estimated $1.4K and leaving 28 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Bell Investment Advisors first reported a position in IQV in Q3 2021 and has held it in 19 quarters since. The position peaked at $18.9K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Bell Investment Advisors held 28 shares of IQVIA worth $5.41K as of Q2 2026.
  • Bell Investment Advisors sold 8 IQVIA shares in Q2 2026, an estimated $1.4K.
  • IQVIA made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #946 holding.
  • Bell Investment Advisors first reported a position in IQVIA in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's IQVIA position peaked at $18.9K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.