FFA
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Farther Finance Advisors’s IQVIA IQV Stock Holding History

Farther Finance 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
Q3 		$3.85M Sell
14,318
-782
-5% -$189K 0.03% 518
2026
Q2 		$2.92M Buy
15,100
+2,790
+23% +$487K 0.02% 582
2026
Q1 		$2.12M Buy
12,310
+1,490
+14% +$291K 0.02% 621
2025
Q4 		$2.44M Buy
10,820
+9,737
+899% +$2.12M 0.03% 513
2025
Q3 		$206K Buy
1,083
+685
+172% +$125K ﹤0.01% 1598
2025
Q2 		$62.7K Buy
398
+101
+34% +$15.2K ﹤0.01% 2018
2025
Q1 		$50.8K Sell
297
-43
-13% -$8.34K ﹤0.01% 1890
2024
Q4 		$66.8K Sell
340
-67
-16% -$14.1K ﹤0.01% 1506
2024
Q3 		$96.4K Buy
407
+106
+35% +$25K ﹤0.01% 1321
2024
Q2 		$62.7K Buy
301
+28
+10% +$6.36K ﹤0.01% 1319
2024
Q1 		$67.9K Buy
273
+38
+16% +$8.87K ﹤0.01% 1078
2023
Q4 		$54.4K Buy
235
+113
+93% +$23.2K ﹤0.01% 1008
2023
Q3 		$24.1K Buy
122
+63
+107% +$13.7K ﹤0.01% 1036
2023
Q2 		$13.3K Buy
59
+19
+48% +$3.81K ﹤0.01% 1105
2023
Q1 		$8.03K Buy
40
+5
+14% +$1.07K ﹤0.01% 1190
2022
Q4 		$7.25K Buy
+35
New +$7.1K ﹤0.01% 1054

Other funds holding IQV

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's IQV Position: Q3 2026 in Review

Farther Finance Advisors reduced its IQVIA (IQV) stake by 5.2% in Q3 2026, selling an estimated $189K and leaving 14,318 shares worth $3.85M. The position accounts for 0.03% of the portfolio, ranked #518.

Farther Finance Advisors first reported a position in IQV in Q4 2022 and has held it in 16 quarters since. 39 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Farther Finance Advisors held 14,318 shares of IQVIA worth $3.85M as of Q3 2026.
  • Farther Finance Advisors sold 782 IQVIA shares in Q3 2026, an estimated $189K.
  • IQVIA made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #518 holding.
  • Farther Finance Advisors first reported a position in IQVIA in Q4 2022 and has held it in 16 quarters since.
  • 39 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.