C1AG
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Client 1st Advisory Group’s IQVIA IQV Stock Holding History

Client 1st Advisory 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 		$693K Hold
3,589
– – 0.18% 65
2026
Q1 		$612K Sell
3,589
-232
-6% -$45.3K 0.19% 67
2025
Q4 		$861K Sell
3,821
-83
-2% -$18.1K 0.27% 46
2025
Q3 		$742K Buy
3,904
+782
+25% +$142K 0.25% 52
2025
Q2 		$492K Hold
3,122
– – 0.18% 67
2025
Q1 		$550K Hold
3,122
– – 0.21% 60
2024
Q4 		$614K Sell
3,122
-36
-1% -$7.59K 0.24% 53
2024
Q3 		$748K Sell
3,158
-430
-12% -$102K 0.3% 43
2024
Q2 		$759K Buy
3,588
+278
+8% +$63.2K 0.33% 41
2024
Q1 		$837K Buy
3,310
+395
+14% +$92.2K 0.38% 38
2023
Q4 		$674K Buy
2,915
+444
+18% +$91.2K 0.33% 40
2023
Q3 		$486K Hold
2,471
– – 0.26% 53
2023
Q2 		$555K Sell
2,471
-1,036
-30% -$208K 0.29% 47
2023
Q1 		$698K Hold
3,507
– – 0.38% 37
2022
Q4 		$719K Hold
3,507
– – 0.42% 34
2022
Q3 		$635K Buy
3,507
+430
+14% +$94.2K 0.39% 34
2022
Q2 		$668K Buy
3,077
+92
+3% +$20K 0.4% 35
2022
Q1 		$690K Buy
2,985
+1,060
+55% +$251K 0.34% 41
2021
Q4 		$543K Buy
1,925
+248
+15% +$64.4K 0.27% 42
2021
Q3 		$402K Buy
1,677
+91
+6% +$23K 0.21% 48
2021
Q2 		$384K Hold
1,586
– – 0.2% 45
2021
Q1 		$306K Hold
1,586
– – 0.18% 48
2020
Q4 		$298K Hold
1,586
– – 0.19% 41
2020
Q3 		$266K Hold
1,586
– – 0.19% 44
2020
Q2 		$257K Buy
+1,586
New +$215K 0.21% 49

Other funds holding IQV

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
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
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Client 1st Advisory Group's IQV Position: Q2 2026 in Review

Client 1st Advisory Group held its IQVIA (IQV) position steady in Q2 2026 at 3,589 shares worth $693K. The position accounts for 0.18% of the portfolio, ranked #65.

Client 1st Advisory Group first reported a position in IQV in Q2 2020 and has held it in 25 quarters since. The position peaked at $861K in Q4 2025. 169 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Client 1st Advisory Group held 3,589 shares of IQVIA worth $693K as of Q2 2026.
  • Client 1st Advisory Group left its IQVIA share count unchanged in Q2 2026.
  • IQVIA made up 0.18% of Client 1st Advisory Group's portfolio in Q2 2026, its #65 holding.
  • Client 1st Advisory Group first reported a position in IQVIA in Q2 2020 and has held it in 25 quarters since.
  • Client 1st Advisory Group's IQVIA position peaked at $861K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.