Colonial Trust Advisors’s IQVIA IQV Stock Holding History

Colonial Trust 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 Q1	$25.6K	Hold	150	–	–	﹤0.01%	418
2025 Q4	$33.8K	Hold	150	–	–	﹤0.01%	393
2025 Q3	$28.5K	Hold	150	–	–	﹤0.01%	396
2025 Q2	$23.6K	Sell	150 -300	-67%	-$45.2K	﹤0.01%	427
2025 Q1	$79.3K	Hold	450	–	–	0.01%	287
2024 Q4	$88.4K	Hold	450	–	–	0.01%	251
2024 Q3	$107K	Hold	450	–	–	0.01%	262
2024 Q2	$95.1K	Sell	450 -51	-10%	-$11.6K	0.01%	254
2024 Q1	$127K	Buy	501 +38	+8%	+$8.87K	0.01%	217
2023 Q4	$107K	Sell	463 -100	-18%	-$20.5K	0.01%	231
2023 Q3	$111K	Hold	563	–	–	0.01%	233
2023 Q2	$127K	Hold	563	–	–	0.01%	221
2023 Q1	$112K	Sell	563 -2	-0.4%	-$427	0.01%	244
2022 Q4	$116K	Buy	+565	New	+$115K	0.01%	235
2018 Q4	–	Sell	-41,933	Closed	-$5.44M	–	144
2018 Q3	$5.44M	Sell	41,933 -60	-0.1%	-$7.21K	1.02%	34
2018 Q2	$4.19M	Buy	41,993 +519	+1%	+$51.9K	0.83%	41
2018 Q1	$4.07M	Sell	41,474 -15,214	-27%	-$1.54M	0.83%	40
2017 Q4	$5.55M	Buy	56,688 +16,089	+40%	+$1.64M	0.86%	42
2017 Q3	$3.86M	Buy	40,599 +1,352	+3%	+$125K	0.85%	43
2017 Q2	$3.51M	Buy	39,247 +12,727	+48%	+$1.07M	0.8%	45
2017 Q1	$2.21M	Buy	+26,520	New	+$2.07M	0.68%	51

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Colonial Trust Advisors's IQV Position: Q1 2026 in Review

Colonial Trust Advisors held its IQVIA (IQV) position steady in Q1 2026 at 150 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Colonial Trust Advisors first reported a position in IQV in Q1 2017 and has held it in 21 quarters since. The position peaked at $5.55M in Q4 2017. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Colonial Trust Advisors held 150 shares of IQVIA worth $25.6K as of Q1 2026.
Colonial Trust Advisors left its IQVIA share count unchanged in Q1 2026.
IQVIA made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #418 holding.
Colonial Trust Advisors first reported a position in IQVIA in Q1 2017 and has held it in 21 quarters since.
Colonial Trust Advisors's IQVIA position peaked at $5.55M in Q4 2017.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.