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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
Q2 		– Sell
-150
Closed -$25.6K – 815
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
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

Colonial Trust Advisors's IQV Position: Q2 2026 in Review

Colonial Trust Advisors sold out of IQVIA (IQV) in Q2 2026, closing a stake of 150 shares — an estimated $25.6K sold.

Colonial Trust Advisors first reported a position in IQV in Q1 2017 and held it in 21 quarters. The position peaked at $5.55M in Q4 2017. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Colonial Trust Advisors reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Colonial Trust Advisors sold 150 IQVIA shares in Q2 2026, an estimated $25.6K.
  • Colonial Trust Advisors first reported a position in IQVIA in Q1 2017 and held it in 21 quarters.
  • Colonial Trust Advisors's IQVIA position peaked at $5.55M in Q4 2017.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.