Cary Street Partners Investment Advisory’s IQVIA IQV Stock Holding History

Cary Street Partners Investment Advisory’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	$106K	Buy	551 +196	+55%	+$34.2K	0.02%	488
2026 Q1	$60.5K	Buy	355 +12	+3%	+$2.34K	0.02%	517
2025 Q4	$77.3K	Buy	+343	New	+$74.6K	0.02%	455
2025 Q2	–	Sell	-86	Closed	-$15.2K	–	602
2025 Q1	$15.2K	Buy	86 +14	+19%	+$2.72K	0.01%	461
2024 Q4	$14.1K	Sell	72 -5,748	-99%	-$1.21M	0.01%	427
2024 Q3	$1.38M	Buy	5,820 +3,605	+163%	+$851K	0.05%	319
2024 Q2	$468K	Buy	2,215 +851	+62%	+$193K	0.02%	491
2024 Q1	$345K	Sell	1,364 -255	-16%	-$59.5K	0.01%	531
2023 Q4	$375K	Buy	1,619 +548	+51%	+$113K	0.02%	483
2023 Q3	$211K	Buy	1,071 +97	+10%	+$21.1K	0.01%	540
2023 Q2	$219K	Buy	974 +21	+2%	+$4.22K	0.01%	490
2023 Q1	$190K	Sell	953 -14	-1%	-$2.99K	0.01%	480
2022 Q4	$198K	Buy	+967	New	+$196K	0.01%	472
2022 Q3	–	Sell	-1,119	Closed	-$243K	–	532
2022 Q2	$243K	Buy	+1,119	New	+$243K	0.02%	389

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cary Street Partners Investment Advisory's IQV Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its IQVIA (IQV) stake by 55% in Q2 2026, buying an estimated $34.2K and bringing the position to 551 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #488.

Cary Street Partners Investment Advisory first reported a position in IQV in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.38M in Q3 2024. 715 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Cary Street Partners Investment Advisory held 551 shares of IQVIA worth $106K as of Q2 2026.
Cary Street Partners Investment Advisory bought 196 IQVIA shares in Q2 2026, an estimated $34.2K.
IQVIA made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #488 holding.
Cary Street Partners Investment Advisory first reported a position in IQVIA in Q2 2022 and has held it in 14 quarters since.
Cary Street Partners Investment Advisory's IQVIA position peaked at $1.38M in Q3 2024.
715 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.