Dynamic Advisor Solutions
IQV icon

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
Q3 		$971K Sell
3,613
-99
-3% -$23.9K 0.03% 475
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 $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Dynamic Advisor Solutions's IQV Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its IQVIA (IQV) stake by 2.7% in Q3 2026, selling an estimated $23.9K and leaving 3,613 shares worth $971K. The position accounts for 0.03% of the portfolio, ranked #475.

Dynamic Advisor Solutions first reported a position in IQV in Q1 2021 and has held it in 23 quarters since. 152 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Dynamic Advisor Solutions held 3,613 shares of IQVIA worth $971K as of Q3 2026.
  • Dynamic Advisor Solutions sold 99 IQVIA shares in Q3 2026, an estimated $23.9K.
  • IQVIA made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #475 holding.
  • Dynamic Advisor Solutions first reported a position in IQVIA in Q1 2021 and has held it in 23 quarters since.
  • 152 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.