EWA
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EverSource Wealth Advisors’s IQVIA IQV Stock Holding History

EverSource Wealth 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 		$430K Sell
2,227
-731
-25% -$127K 0.01% 619
2026
Q1 		$504K Sell
2,958
-641
-18% -$125K 0.02% 605
2025
Q4 		$811K Buy
3,599
+558
+18% +$121K 0.03% 386
2025
Q3 		$578K Buy
3,041
+134
+5% +$24.4K 0.02% 450
2025
Q2 		$458K Buy
2,907
+1,130
+64% +$170K 0.02% 491
2025
Q1 		$313K Buy
1,777
+295
+20% +$57.2K 0.02% 511
2024
Q4 		$291K Buy
1,482
+131
+10% +$27.6K 0.02% 515
2024
Q3 		$320K Buy
1,351
+1
+0.1% +$236 0.02% 431
2024
Q2 		$332K Buy
1,350
+70
+5% +$15.9K 0.02% 416
2024
Q1 		$297K Buy
1,280
+98
+8% +$22.9K 0.02% 377
2023
Q4 		$273K Buy
1,182
+37
+3% +$7.6K 0.03% 361
2023
Q3 		$225K Buy
1,145
+62
+6% +$13.5K 0.02% 373
2023
Q2 		$243K Buy
1,083
+640
+144% +$128K 0.03% 354
2023
Q1 		$88.1K Buy
443
+25
+6% +$5.34K 0.01% 584
2022
Q4 		$85.6K Sell
418
-159
-28% -$32.2K 0.01% 559
2022
Q3 		$104K Buy
577
+287
+99% +$62.9K 0.02% 420
2022
Q2 		$63K Buy
290
+139
+92% +$30.2K 0.02% 539
2022
Q1 		$35K Buy
151
+107
+243% +$25.3K 0.01% 535
2021
Q4 		$12K Buy
+44
New +$11.4K ﹤0.01% 890

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

EverSource Wealth Advisors's IQV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its IQVIA (IQV) stake by 25% in Q2 2026, selling an estimated $127K and leaving 2,227 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #619.

EverSource Wealth Advisors first reported a position in IQV in Q4 2021 and has held it in 19 quarters since. The position peaked at $811K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • EverSource Wealth Advisors held 2,227 shares of IQVIA worth $430K as of Q2 2026.
  • EverSource Wealth Advisors sold 731 IQVIA shares in Q2 2026, an estimated $127K.
  • IQVIA made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #619 holding.
  • EverSource Wealth Advisors first reported a position in IQVIA in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's IQVIA position peaked at $811K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

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