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Congress Asset Management’s IQVIA IQV Stock Holding History

Congress Asset Management’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
Q3 		$24.6M Buy
+91,352
New +$22.1M 0.16% 135
2024
Q2 		– Sell
-945
Closed -$239K – 370
2024
Q1 		$239K Sell
945
-335
-26% -$78.2K ﹤0.01% 351
2023
Q4 		$296K Sell
1,280
-1,871
-59% -$384K ﹤0.01% 359
2023
Q3 		$620K Sell
3,151
-5
-0.2% -$1.09K 0.01% 332
2023
Q2 		$709K Sell
3,156
-2,861
-48% -$574K 0.01% 320
2023
Q1 		$1.2M Buy
6,017
+2,359
+64% +$504K 0.01% 303
2022
Q4 		$749K Buy
+3,658
New +$742K 0.01% 319

Other funds holding IQV

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Congress Asset Management's IQV Position: Q3 2026 in Review

Congress Asset Management opened a new position in IQVIA (IQV) in Q3 2026: 91,352 shares worth $24.6M. The stake represents 0.16% of the portfolio and ranks #135 among its holdings. This is a return to the name: Congress Asset Management previously reported a position in IQV as recently as Q1 2024.

Congress Asset Management first reported a position in IQV in Q4 2022 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Congress Asset Management held 91,352 shares of IQVIA worth $24.6M as of Q3 2026.
  • IQVIA was a new Congress Asset Management position in Q3 2026.
  • IQVIA made up 0.16% of Congress Asset Management's portfolio in Q3 2026, its #135 holding.
  • Congress Asset Management first reported a position in IQVIA in Q4 2022 and has held it in 7 quarters since.
  • 39 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.