Foundations Investment Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $275K | Sell |
1,423
-160
| -10% | -$27.9K | ﹤0.01% | 1004 |
|
|
2026
Q1 | $270K | Buy |
1,583
+3
| +0.2% | +$585 | ﹤0.01% | 954 |
|
|
2025
Q4 | $356K | Sell |
1,580
-510
| -24% | -$111K | ﹤0.01% | 840 |
|
|
2025
Q3 | $397K | Sell |
2,090
-416
| -17% | -$75.6K | 0.01% | 734 |
|
|
2025
Q2 | $395K | Sell |
2,506
-1,331
| -35% | -$200K | 0.01% | 651 |
|
|
2025
Q1 | $676K | Sell |
3,837
-1,938
| -34% | -$376K | 0.01% | 497 |
|
|
2024
Q4 | $1.13M | Sell |
5,775
-159
| -3% | -$33.5K | 0.02% | 378 |
|
|
2024
Q3 | $1.41M | Buy |
5,934
+141
| +2% | +$33.3K | 0.03% | 316 |
|
|
2024
Q2 | $1.22M | Sell |
5,793
-162
| -3% | -$36.8K | 0.03% | 303 |
|
|
2024
Q1 | $1.51M | Sell |
5,955
-731
| -11% | -$171K | 0.04% | 262 |
|
|
2023
Q4 | $1.41M | Sell |
6,686
-20,519
| -75% | -$4.21M | 0.04% | 264 |
|
|
2023
Q3 | $5.35M | Buy |
27,205
+8,792
| +48% | +$1.91M | 0.16% | 105 |
|
|
2023
Q2 | $4.14M | Buy |
18,413
+7,114
| +63% | +$1.43M | 0.14% | 108 |
|
|
2023
Q1 | $2.25M | Buy |
11,299
+456
| +4% | +$97.5K | 0.08% | 150 |
|
|
2022
Q4 | $2.22M | Sell |
10,843
-7,771
| -42% | -$1.58M | 0.09% | 120 |
|
|
2022
Q3 | $3.37M | Sell |
18,614
-4,180
| -18% | -$916K | 0.15% | 64 |
|
|
2022
Q2 | $4.92M | Sell |
22,794
-1,096
| -5% | -$238K | 0.21% | 55 |
|
|
2022
Q1 | $5.7M | Buy |
23,890
+1,153
| +5% | +$273K | 0.22% | 44 |
|
|
2021
Q4 | $5.93M | Buy |
22,737
+2,646
| +13% | +$687K | 0.22% | 34 |
|
|
2021
Q3 | $4.81M | Buy |
20,091
+2,322
| +13% | +$586K | 0.21% | 40 |
|
|
2021
Q2 | $4.46M | Buy |
17,769
+2,789
| +19% | +$644K | 0.21% | 47 |
|
|
2021
Q1 | $3.02M | Buy |
14,980
+2,720
| +22% | +$511K | 0.17% | 48 |
|
|
2020
Q4 | $2.34M | Buy |
12,260
+1,223
| +11% | +$206K | 0.15% | 46 |
|
|
2020
Q3 | $1.73M | Buy |
11,037
+1,562
| +16% | +$245K | 0.38% | 45 |
|
|
2020
Q2 | $1.34M | Buy |
9,475
+801
| +9% | +$109K | 0.12% | 56 |
|
|
2020
Q1 | $868K | Buy |
8,674
+975
| +13% | +$139K | 0.1% | 53 |
|
|
2019
Q4 | $1.19M | Sell |
7,699
-585
| -7% | -$85.4K | 0.15% | 55 |
|
|
2019
Q3 | $1.22M | Buy |
8,284
+1,654
| +25% | +$257K | 0.16% | 49 |
|
|
2019
Q2 | $1.07M | Buy |
6,630
+1,266
| +24% | +$178K | 0.16% | 50 |
|
|
2019
Q1 | $772K | Buy |
5,364
+411
| +8% | +$54.8K | 0.13% | 47 |
|
|
2018
Q4 | $644K | Sell |
4,953
-299
| -6% | -$36.2K | 0.14% | 48 |
|
|
2018
Q3 | $681K | Buy |
5,252
+574
| +12% | +$68.9K | 0.17% | 56 |
|
|
2018
Q2 | $467K | Buy |
+4,678
| New | +$467K | 0.12% | 60 |
|
Other funds holding IQV
Foundations Investment Advisors's IQV Position: Q2 2026 in Review
Foundations Investment Advisors reduced its IQVIA (IQV) stake by 10% in Q2 2026, selling an estimated $27.9K and leaving 1,423 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.
Foundations Investment Advisors first reported a position in IQV in Q2 2018 and has held it in 33 quarters since. The position peaked at $5.93M in Q4 2021. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.
- Foundations Investment Advisors held 1,423 shares of IQVIA worth $275K as of Q2 2026.
- Foundations Investment Advisors sold 160 IQVIA shares in Q2 2026, an estimated $27.9K.
- IQVIA made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1004 holding.
- Foundations Investment Advisors first reported a position in IQVIA in Q2 2018 and has held it in 33 quarters since.
- Foundations Investment Advisors's IQVIA position peaked at $5.93M in Q4 2021.
- 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.
Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.