Cetera Investment Advisers
IQV icon

Cetera Investment Advisers’s IQVIA IQV Stock Holding History

Cetera Investment Advisers’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 		$20.5M Buy
119,946
+7,517
+7% +$1.47M 0.02% 669
2025
Q4 		$25.3M Buy
112,429
+95
+0.1% +$20.7K 0.03% 561
2025
Q3 		$21.3M Buy
112,334
+12,241
+12% +$2.23M 0.02% 613
2025
Q2 		$15.8M Buy
100,093
+27,412
+38% +$4.13M 0.03% 611
2025
Q1 		$12.8M Buy
72,681
+8,524
+13% +$1.65M 0.02% 651
2024
Q4 		$12.6M Sell
64,157
-8,761
-12% -$1.85M 0.03% 616
2024
Q3 		$17.3M Buy
72,918
+1,316
+2% +$311K 0.04% 460
2024
Q2 		$15.1M Buy
71,602
+2,272
+3% +$516K 0.03% 488
2024
Q1 		$17.5M Buy
69,330
+60,455
+681% +$14.1M 0.04% 430
2023
Q4 		$2.05M Sell
8,875
-429
-5% -$88.1K 0.02% 785
2023
Q3 		$1.83M Buy
9,304
+184
+2% +$40K 0.02% 792
2023
Q2 		$2.05M Buy
9,120
+716
+9% +$144K 0.02% 759
2023
Q1 		$1.67M Buy
8,404
+4,387
+109% +$938K 0.01% 818
2022
Q4 		$823K Buy
+4,017
New +$815K 0.01% 1085
2022
Q3 		– Sell
-1,107
Closed -$240K – 1818
2022
Q2 		$240K Sell
1,107
-412
-27% -$89.5K ﹤0.01% 1565
2022
Q1 		$351K Sell
1,519
-128
-8% -$30.3K 0.01% 1391
2021
Q4 		$465K Buy
1,647
+114
+7% +$29.6K 0.01% 1226
2021
Q3 		$367K Sell
1,533
-299
-16% -$75.5K 0.01% 1312
2021
Q2 		$444K Buy
1,832
+742
+68% +$171K 0.01% 1195
2021
Q1 		$211K Sell
1,090
-1,452
-57% -$273K ﹤0.01% 1450
2020
Q4 		$455K Buy
+2,542
New +$428K 0.01% 1004

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

Cetera Investment Advisers's IQV Position: Q1 2026 in Review

Cetera Investment Advisers increased its IQVIA (IQV) stake by 6.7% in Q1 2026, buying an estimated $1.47M and bringing the position to 119,946 shares worth $20.5M. The position accounts for 0.02% of the portfolio, ranked #669.

Cetera Investment Advisers first reported a position in IQV in Q4 2020 and has held it in 21 quarters since. The position peaked at $25.3M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Cetera Investment Advisers held 119,946 shares of IQVIA worth $20.5M as of Q1 2026.
  • Cetera Investment Advisers bought 7,517 IQVIA shares in Q1 2026, an estimated $1.47M.
  • IQVIA made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #669 holding.
  • Cetera Investment Advisers first reported a position in IQVIA in Q4 2020 and has held it in 21 quarters since.
  • Cetera Investment Advisers's IQVIA position peaked at $25.3M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.