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Crewe Advisors’s IQVIA IQV Stock Holding History

Crewe 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 		$10.4K Buy
54
+32
+145% +$5.58K ﹤0.01% 750
2026
Q1 		$3.75K Buy
+22
New +$4.29K ﹤0.01% 823
2024
Q3 		– Sell
-273
Closed -$57.7K – 851
2024
Q2 		$57.7K Buy
273
+19
+7% +$4.32K 0.01% 352
2024
Q1 		$64.2K Buy
+254
New +$59.3K 0.01% 340
2023
Q2 		– Sell
-29
Closed -$5.77K – 947
2023
Q1 		$5.77K Sell
29
-23
-44% -$4.92K ﹤0.01% 618
2022
Q4 		$10.7K Sell
52
-9
-15% -$1.82K ﹤0.01% 537
2022
Q3 		$11K Buy
61
+9
+17% +$1.97K ﹤0.01% 631
2022
Q2 		$11K Buy
+52
New +$11.3K ﹤0.01% 566
2020
Q4 		– Sell
-30
Closed -$5K – 553
2020
Q3 		$5K Buy
+30
New +$4.7K ﹤0.01% 354

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

Crewe Advisors's IQV Position: Q2 2026 in Review

Crewe Advisors increased its IQVIA (IQV) stake by 145% in Q2 2026, buying an estimated $5.58K and bringing the position to 54 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Crewe Advisors first reported a position in IQV in Q3 2020 and has held it in 9 quarters since. The position peaked at $64.2K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Crewe Advisors held 54 shares of IQVIA worth $10.4K as of Q2 2026.
  • Crewe Advisors bought 32 IQVIA shares in Q2 2026, an estimated $5.58K.
  • IQVIA made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #750 holding.
  • Crewe Advisors first reported a position in IQVIA in Q3 2020 and has held it in 9 quarters since.
  • Crewe Advisors's IQVIA position peaked at $64.2K in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.