Checchi Capital Advisers’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $327K | Buy |
1,692
+77
| +5% | +$13.4K | 0.01% | 463 |
|
|
2026
Q1 | $275K | Buy |
1,615
+319
| +25% | +$62.2K | 0.01% | 489 |
|
|
2025
Q4 | $292K | Sell |
1,296
-20
| -2% | -$4.35K | 0.01% | 439 |
|
|
2025
Q3 | $250K | Sell |
1,316
-90
| -6% | -$16.4K | 0.01% | 485 |
|
|
2025
Q2 | $222K | Sell |
1,406
-52
| -4% | -$7.83K | 0.01% | 537 |
|
|
2025
Q1 | $257K | Sell |
1,458
-198
| -12% | -$38.4K | 0.01% | 495 |
|
|
2024
Q4 | $325K | Buy |
1,656
+137
| +9% | +$28.9K | 0.02% | 422 |
|
|
2024
Q3 | $360K | Hold |
1,519
| – | – | 0.02% | 408 |
|
|
2024
Q2 | $321K | Sell |
1,519
-49
| -3% | -$11.1K | 0.02% | 417 |
|
|
2024
Q1 | $397K | Buy |
1,568
+141
| +10% | +$32.9K | 0.03% | 378 |
|
|
2023
Q4 | $330K | Sell |
1,427
-69
| -5% | -$14.2K | 0.03% | 402 |
|
|
2023
Q3 | $294K | Sell |
1,496
-122
| -8% | -$26.5K | 0.03% | 407 |
|
|
2023
Q2 | $364K | Sell |
1,618
-102
| -6% | -$20.5K | 0.03% | 361 |
|
|
2023
Q1 | $342K | Buy |
1,720
+110
| +7% | +$23.5K | 0.03% | 374 |
|
|
2022
Q4 | $330K | Sell |
1,610
-25
| -2% | -$5.07K | 0.03% | 368 |
|
|
2022
Q3 | $296K | Sell |
1,635
-200
| -11% | -$43.8K | 0.03% | 394 |
|
|
2022
Q2 | $441K | Buy |
1,835
+275
| +18% | +$59.7K | 0.04% | 320 |
|
|
2022
Q1 | $361K | Buy |
1,560
+38
| +2% | +$9K | 0.03% | 349 |
|
|
2021
Q4 | $429K | Buy |
1,522
+11
| +0.7% | +$2.85K | 0.04% | 296 |
|
|
2021
Q3 | $362K | Buy |
1,511
+22
| +1% | +$5.55K | 0.04% | 311 |
|
|
2021
Q2 | $361K | Sell |
1,489
-80
| -5% | -$18.5K | 0.04% | 315 |
|
|
2021
Q1 | $303K | Sell |
1,569
-80
| -5% | -$15K | 0.03% | 353 |
|
|
2020
Q4 | $295K | Buy |
1,649
+107
| +7% | +$18K | 0.03% | 339 |
|
|
2020
Q3 | $243K | Sell |
1,542
-183
| -11% | -$28.7K | 0.03% | 355 |
|
|
2020
Q2 | $245K | Buy |
+1,725
| New | +$234K | 0.03% | 366 |
|
|
2020
Q1 | – | Sell |
-1,479
| Closed | -$229K | – | 429 |
|
|
2019
Q4 | $229K | Sell |
1,479
-1
| -0.1% | -$146 | 0.03% | 375 |
|
|
2019
Q3 | $221K | Sell |
1,480
-208
| -12% | -$32.4K | 0.03% | 374 |
|
|
2019
Q2 | $272K | Hold |
1,688
| – | – | 0.03% | 321 |
|
|
2019
Q1 | $243K | Buy |
+1,688
| New | +$225K | 0.03% | 340 |
|
|
2018
Q4 | – | Sell |
-1,867
| Closed | -$242K | – | 412 |
|
|
2018
Q3 | $242K | Buy |
+1,867
| New | +$224K | 0.03% | 362 |
|
|
2016
Q3 | – | Sell |
-729
| Closed | -$48K | – | 793 |
|
|
2016
Q2 | $48K | Buy |
729
+177
| +32% | +$11.9K | 0.01% | 863 |
|
|
2016
Q1 | $36K | Buy |
+552
| New | +$34.9K | 0.01% | 930 |
|
Other funds holding IQV
GA
Checchi Capital Advisers's IQV Position: Q2 2026 in Review
Checchi Capital Advisers increased its IQVIA (IQV) stake by 4.8% in Q2 2026, buying an estimated $13.4K and bringing the position to 1,692 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #463.
Checchi Capital Advisers first reported a position in IQV in Q1 2016 and has held it in 32 quarters since. The position peaked at $441K in Q2 2022. 578 funds tracked by Wall St. Rank hold IQV as of Q2 2026.
- Checchi Capital Advisers held 1,692 shares of IQVIA worth $327K as of Q2 2026.
- Checchi Capital Advisers bought 77 IQVIA shares in Q2 2026, an estimated $13.4K.
- IQVIA made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #463 holding.
- Checchi Capital Advisers first reported a position in IQVIA in Q1 2016 and has held it in 32 quarters since.
- Checchi Capital Advisers's IQVIA position peaked at $441K in Q2 2022.
- 578 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.