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Garton & Associates Financial Advisors’s IQVIA IQV Stock Holding History

Garton & Associates 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
Q1 		– Sell
-50
Closed -$11.3K – 399
2025
Q4 		$11.3K Buy
+50
New +$10.9K 0.01% 799

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Garton & Associates Financial Advisors's IQV Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of IQVIA (IQV) in Q1 2026, closing a stake of 50 shares — an estimated $11.3K sold.

Garton & Associates Financial Advisors first reported a position in IQV in Q4 2025 and held it in 1 quarter. The position peaked at $11.3K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 50 IQVIA shares in Q1 2026, an estimated $11.3K.
  • Garton & Associates Financial Advisors first reported a position in IQVIA in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's IQVIA position peaked at $11.3K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.