CA
IQV icon

Clearstead Advisors’s IQVIA IQV Stock Holding History

Clearstead Advisors’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 		$193K Sell
998
-4,890
-83% -$853K ﹤0.01% 1076
2026
Q1 		$1M Sell
5,888
-1,441
-20% -$281K 0.01% 522
2025
Q4 		$1.65M Buy
7,329
+938
+15% +$204K 0.02% 368
2025
Q3 		$1.21M Buy
6,391
+353
+6% +$64.2K 0.02% 409
2025
Q2 		$952K Sell
6,038
-5,681
-48% -$855K 0.01% 457
2025
Q1 		$2.07M Buy
11,719
+5,834
+99% +$1.13M 0.03% 294
2024
Q4 		$1.16M Sell
5,885
-6
-0.1% -$1.26K 0.02% 381
2024
Q3 		$1.4M Buy
5,891
+5,591
+1,864% +$1.32M 0.02% 356
2024
Q2 		$63.4K Hold
300
– – ﹤0.01% 1110
2024
Q1 		$68.7K Sell
300
-12
-4% -$2.8K ﹤0.01% 690
2023
Q4 		$72.2K Buy
312
+12
+4% +$2.46K ﹤0.01% 659
2023
Q3 		$59K Hold
300
– – ﹤0.01% 663
2023
Q2 		$67.4K Sell
300
-353
-54% -$70.9K ﹤0.01% 665
2023
Q1 		$130K Sell
653
-142
-18% -$30.4K 0.01% 462
2022
Q4 		$163K Hold
795
– – 0.01% 409
2022
Q3 		$144K Buy
795
+67
+9% +$14.7K 0.01% 411
2022
Q2 		$158K Buy
728
+428
+143% +$92.9K 0.01% 412
2022
Q1 		$69K Hold
300
– – ﹤0.01% 627
2021
Q4 		$85K Hold
300
– – 0.01% 563
2021
Q3 		$72K Sell
300
-18
-6% -$4.54K 0.01% 550
2021
Q2 		$77K Buy
318
+18
+6% +$4.16K 0.01% 491
2021
Q1 		$58K Hold
300
– – ﹤0.01% 525
2020
Q4 		$54K Hold
300
– – ﹤0.01% 503
2020
Q3 		$47K Hold
300
– – 0.01% 476
2020
Q2 		$43K Hold
300
– – 0.01% 447
2020
Q1 		$32K Buy
+300
New +$42.9K ﹤0.01% 455

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors's IQV Position: Q2 2026 in Review

Clearstead Advisors reduced its IQVIA (IQV) stake by 83% in Q2 2026, selling an estimated $853K and leaving 998 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Clearstead Advisors first reported a position in IQV in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.07M in Q1 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Clearstead Advisors held 998 shares of IQVIA worth $193K as of Q2 2026.
  • Clearstead Advisors sold 4,890 IQVIA shares in Q2 2026, an estimated $853K.
  • IQVIA made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1076 holding.
  • Clearstead Advisors first reported a position in IQVIA in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's IQVIA position peaked at $2.07M in Q1 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.