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Dumont & Blake Investment Advisors’s IQVIA IQV Stock Holding History

Dumont & Blake Investment 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 		$1.27M Sell
6,565
-325
-5% -$56.7K 0.29% 86
2026
Q1 		$1.18M Buy
+6,890
New +$1.34M 0.29% 85

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 $3.38T AUM 44.17% 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

Dumont & Blake Investment Advisors's IQV Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its IQVIA (IQV) stake by 4.7% in Q2 2026, selling an estimated $56.7K and leaving 6,565 shares worth $1.27M. The position accounts for 0.29% of the portfolio, ranked #86.

Dumont & Blake Investment Advisors first reported a position in IQV in Q1 2026 and has held it in 2 quarters since. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Dumont & Blake Investment Advisors held 6,565 shares of IQVIA worth $1.27M as of Q2 2026.
  • Dumont & Blake Investment Advisors sold 325 IQVIA shares in Q2 2026, an estimated $56.7K.
  • IQVIA made up 0.29% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #86 holding.
  • Dumont & Blake Investment Advisors first reported a position in IQVIA in Q1 2026 and has held it in 2 quarters since.
  • 1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.