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Everpar Advisors’s IQVIA IQV Stock Holding History

Everpar 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 		$383K Sell
1,980
-280
-12% -$48.8K 0.11% 177
2026
Q1 		$385K Buy
2,260
+166
+8% +$32.4K 0.13% 165
2025
Q4 		$472K Buy
2,094
+698
+50% +$152K 0.18% 134
2025
Q3 		$265K Sell
1,396
-8
-0.6% -$1.46K 0.1% 224
2025
Q2 		$221K Buy
1,404
+62
+5% +$9.33K 0.1% 249
2025
Q1 		$237K Sell
1,342
-173
-11% -$33.6K 0.13% 226
2024
Q4 		$298K Sell
1,515
-77
-5% -$16.2K 0.15% 188
2024
Q3 		$377K Buy
+1,592
New +$376K 0.2% 157
2024
Q2 		– Sell
-869
Closed -$220K – 267
2024
Q1 		$220K Sell
869
-131
-13% -$30.6K 0.13% 217
2023
Q4 		$231K Buy
+1,000
New +$205K 0.11% 251

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

Everpar Advisors's IQV Position: Q2 2026 in Review

Everpar Advisors reduced its IQVIA (IQV) stake by 12% in Q2 2026, selling an estimated $48.8K and leaving 1,980 shares worth $383K. The position accounts for 0.11% of the portfolio, ranked #177.

Everpar Advisors first reported a position in IQV in Q4 2023 and has held it in 10 quarters since. The position peaked at $472K in Q4 2025. 128 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Everpar Advisors held 1,980 shares of IQVIA worth $383K as of Q2 2026.
  • Everpar Advisors sold 280 IQVIA shares in Q2 2026, an estimated $48.8K.
  • IQVIA made up 0.11% of Everpar Advisors's portfolio in Q2 2026, its #177 holding.
  • Everpar Advisors first reported a position in IQVIA in Q4 2023 and has held it in 10 quarters since.
  • Everpar Advisors's IQVIA position peaked at $472K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.