Carolina Wealth Advisors’s IQVIA IQV Stock Holding History

Carolina 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	$6.38K	Hold	33	–	–	﹤0.01%	220
2026 Q1	$5.63K	Hold	33	–	–	﹤0.01%	216
2025 Q4	$7.44K	Hold	33	–	–	﹤0.01%	185
2025 Q3	$6.27K	Hold	33	–	–	﹤0.01%	186
2025 Q2	$5.2K	Hold	33	–	–	﹤0.01%	184
2025 Q1	$5.82K	Hold	33	–	–	﹤0.01%	182
2024 Q4	$6.49K	Hold	33	–	–	﹤0.01%	172
2024 Q3	$7.82K	Hold	33	–	–	﹤0.01%	181
2024 Q2	$6.98K	Hold	33	–	–	﹤0.01%	152
2024 Q1	$8.35K	Hold	33	–	–	﹤0.01%	151
2023 Q4	$7.63K	Hold	33	–	–	﹤0.01%	167
2023 Q3	$6.49K	Hold	33	–	–	﹤0.01%	180
2023 Q2	$7.42K	Hold	33	–	–	﹤0.01%	162
2023 Q1	$6.56K	Hold	33	–	–	﹤0.01%	165
2022 Q4	$7K	Hold	33	–	–	﹤0.01%	158
2022 Q3	$6K	Hold	33	–	–	﹤0.01%	162
2022 Q2	$7K	Hold	33	–	–	﹤0.01%	183
2022 Q1	$8K	Hold	33	–	–	0.01%	189
2021 Q4	$9K	Hold	33	–	–	0.01%	190
2021 Q3	$8K	Hold	33	–	–	0.01%	187
2021 Q2	$8K	Hold	33	–	–	0.01%	198
2021 Q1	$6K	Hold	33	–	–	﹤0.01%	233
2020 Q4	$6K	Sell	33 -48	-59%	-$8.09K	﹤0.01%	172
2020 Q3	$13K	Buy	+81	New	+$12.7K	0.01%	125

Other funds holding IQV

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 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 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

Carolina Wealth Advisors's IQV Position: Q2 2026 in Review

Carolina Wealth Advisors held its IQVIA (IQV) position steady in Q2 2026 at 33 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Carolina Wealth Advisors first reported a position in IQV in Q3 2020 and has held it in 24 quarters since. The position peaked at $13K in Q3 2020. 136 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Carolina Wealth Advisors held 33 shares of IQVIA worth $6.38K as of Q2 2026.
Carolina Wealth Advisors left its IQVIA share count unchanged in Q2 2026.
IQVIA made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #220 holding.
Carolina Wealth Advisors first reported a position in IQVIA in Q3 2020 and has held it in 24 quarters since.
Carolina Wealth Advisors's IQVIA position peaked at $13K in Q3 2020.
136 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.