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Clayton Financial Group’s IQVIA IQV Stock Holding History

Clayton Financial Group’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 		– Sell
-11
Closed -$1.88K – 321
2026
Q1 		$1.88K Hold
11
– – ﹤0.01% 478
2025
Q4 		$2.48K Buy
+11
New +$2.39K ﹤0.01% 420

Other funds holding IQV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Assenagon Asset Management
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Clayton Financial Group's IQV Position: Q2 2026 in Review

Clayton Financial Group sold out of IQVIA (IQV) in Q2 2026, closing a stake of 11 shares — an estimated $1.88K sold.

Clayton Financial Group first reported a position in IQV in Q4 2025 and held it in 2 quarters. The position peaked at $2.48K in Q4 2025. 375 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Clayton Financial Group reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 11 IQVIA shares in Q2 2026, an estimated $1.88K.
  • Clayton Financial Group first reported a position in IQVIA in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's IQVIA position peaked at $2.48K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.