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CBIZ Investment Advisory Services’s IQVIA IQV Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-75
Closed -$16.9K – 585
2025
Q4 		$16.9K Hold
75
– – ﹤0.01% 289
2025
Q3 		$14.2K Buy
75
+9
+14% +$1.64K ﹤0.01% 297
2025
Q2 		$10.4K Buy
66
+56
+560% +$8.43K ﹤0.01% 350
2025
Q1 		$1.76K Hold
10
– – ﹤0.01% 490
2024
Q4 		$1.97K Buy
+10
New +$2.11K ﹤0.01% 388

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CBIZ Investment Advisory Services's IQV Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of IQVIA (IQV) in Q1 2026, closing a stake of 75 shares — an estimated $16.9K sold.

CBIZ Investment Advisory Services first reported a position in IQV in Q4 2024 and held it in 5 quarters. The position peaked at $16.9K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 75 IQVIA shares in Q1 2026, an estimated $16.9K.
  • CBIZ Investment Advisory Services first reported a position in IQVIA in Q4 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's IQVIA position peaked at $16.9K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.