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Fi3 Financial Advisors’s IQVIA IQV Stock Holding History

Fi3 Financial 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 		– Sell
-1,346
Closed -$230K – 249
2026
Q1 		$230K Sell
1,346
-348
-21% -$67.9K 0.07% 183
2025
Q4 		$382K Buy
1,694
+214
+14% +$46.6K 0.12% 101
2025
Q3 		$281K Buy
1,480
+176
+13% +$32K 0.1% 105
2025
Q2 		$205K Buy
+1,304
New +$196K 0.07% 162

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

Fi3 Financial Advisors's IQV Position: Q2 2026 in Review

Fi3 Financial Advisors sold out of IQVIA (IQV) in Q2 2026, closing a stake of 1,346 shares — an estimated $230K sold.

Fi3 Financial Advisors first reported a position in IQV in Q2 2025 and held it in 4 quarters. The position peaked at $382K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Fi3 Financial Advisors reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Fi3 Financial Advisors sold 1,346 IQVIA shares in Q2 2026, an estimated $230K.
  • Fi3 Financial Advisors first reported a position in IQVIA in Q2 2025 and held it in 4 quarters.
  • Fi3 Financial Advisors's IQVIA position peaked at $382K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.