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Dynamic Advisor Solutions’s IQVIA IQV Stock Holding History

Dynamic Advisor Solutions’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 		$717K Sell
3,712
-493
-12% -$86K 0.02% 571
2026
Q1 		$717K Buy
4,205
+128
+3% +$25K 0.02% 547
2025
Q4 		$919K Buy
4,077
+667
+20% +$145K 0.03% 474
2025
Q3 		$648K Buy
3,410
+166
+5% +$30.2K 0.02% 562
2025
Q2 		$511K Buy
3,244
+1,474
+83% +$222K 0.02% 599
2025
Q1 		$312K Buy
1,770
+299
+20% +$58K 0.01% 698
2024
Q4 		$289K Sell
1,471
-147
-9% -$31K 0.01% 547
2024
Q3 		$383K Sell
1,618
-87
-5% -$20.5K 0.01% 677
2024
Q2 		$361K Sell
1,705
-154
-8% -$35K 0.01% 710
2024
Q1 		$470K Buy
1,859
+34
+2% +$7.94K 0.02% 620
2023
Q4 		$402K Buy
1,825
+251
+16% +$51.5K 0.02% 630
2023
Q3 		$310K Buy
1,574
+289
+22% +$62.8K 0.01% 649
2023
Q2 		$289K Sell
1,285
-25
-2% -$5.02K 0.02% 637
2023
Q1 		$261K Buy
1,310
+14
+1% +$2.99K 0.02% 628
2022
Q4 		$266K Sell
1,296
-98
-7% -$19.9K 0.02% 586
2022
Q3 		$253K Sell
1,394
-7
-0.5% -$1.53K 0.02% 565
2022
Q2 		$304K Buy
1,401
+120
+9% +$26.1K 0.02% 525
2022
Q1 		$296K Sell
1,281
-214
-14% -$50.7K 0.02% 565
2021
Q4 		$422K Buy
1,495
+98
+7% +$25.4K 0.03% 476
2021
Q3 		$335K Buy
1,397
+311
+29% +$78.5K 0.03% 547
2021
Q2 		$263K Buy
1,086
+19
+2% +$4.39K 0.02% 586
2021
Q1 		$206K Buy
+1,067
New +$200K 0.02% 612

Other funds holding IQV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dynamic Advisor Solutions's IQV Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its IQVIA (IQV) stake by 12% in Q2 2026, selling an estimated $86K and leaving 3,712 shares worth $717K. The position accounts for 0.02% of the portfolio, ranked #571.

Dynamic Advisor Solutions first reported a position in IQV in Q1 2021 and has held it in 22 quarters since. The position peaked at $919K in Q4 2025. 151 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Dynamic Advisor Solutions held 3,712 shares of IQVIA worth $717K as of Q2 2026.
  • Dynamic Advisor Solutions sold 493 IQVIA shares in Q2 2026, an estimated $86K.
  • IQVIA made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #571 holding.
  • Dynamic Advisor Solutions first reported a position in IQVIA in Q1 2021 and has held it in 22 quarters since.
  • Dynamic Advisor Solutions's IQVIA position peaked at $919K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.