Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s IQVIA IQV Stock Holding History

Gladstone Institutional Advisory’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 		$2.04M Buy
7,600
+5,952
+361% +$1.44M 0.06% 310
2026
Q2 		$318K Sell
1,648
-34
-2% -$5.93K 0.01% 722
2026
Q1 		$287K Buy
1,682
+116
+7% +$22.6K 0.01% 679
2025
Q4 		$353K Buy
1,566
+7
+0.4% +$1.52K 0.01% 591
2025
Q3 		$296K Sell
1,559
-97
-6% -$17.6K 0.01% 650
2025
Q2 		$261K Buy
1,656
+98
+6% +$14.8K 0.01% 636
2025
Q1 		$275K Buy
1,558
+49
+3% +$9.5K 0.01% 604
2024
Q4 		$297K Sell
1,509
-14
-0.9% -$2.95K 0.01% 588
2024
Q3 		$361K Sell
1,523
-14
-0.9% -$3.3K 0.02% 527
2024
Q2 		$325K Sell
1,537
-23
-1% -$5.22K 0.02% 520
2024
Q1 		$395K Sell
1,560
-107
-6% -$25K 0.02% 469
2023
Q4 		$386K Buy
1,667
+90
+6% +$18.5K 0.02% 468
2023
Q3 		$310K Buy
1,577
+89
+6% +$19.3K 0.02% 482
2023
Q2 		$334K Buy
1,488
+90
+6% +$18.1K 0.02% 500
2023
Q1 		$278K Buy
1,398
+125
+10% +$26.7K 0.02% 545
2022
Q4 		$261K Sell
1,273
-177
-12% -$35.9K 0.02% 537
2022
Q3 		$263K Sell
1,450
-73
-5% -$16K 0.02% 528
2022
Q2 		$330K Sell
1,523
-20
-1% -$4.34K 0.03% 490
2022
Q1 		$357K Buy
1,543
+179
+13% +$42.4K 0.02% 509
2021
Q4 		$385K Buy
1,364
+37
+3% +$9.6K 0.03% 430
2021
Q3 		$318K Buy
1,327
+312
+31% +$78.8K 0.03% 419
2021
Q2 		$246K Buy
+1,015
New +$234K 0.03% 444

Other funds holding IQV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Gladstone Institutional Advisory's IQV Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its IQVIA (IQV) stake by 361% in Q3 2026, buying an estimated $1.44M and bringing the position to 7,600 shares worth $2.04M. The position accounts for 0.06% of the portfolio, ranked #310.

Gladstone Institutional Advisory first reported a position in IQV in Q2 2021 and has held it in 22 quarters since. 1,012 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Gladstone Institutional Advisory held 7,600 shares of IQVIA worth $2.04M as of Q3 2026.
  • Gladstone Institutional Advisory bought 5,952 IQVIA shares in Q3 2026, an estimated $1.44M.
  • IQVIA made up 0.06% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #310 holding.
  • Gladstone Institutional Advisory first reported a position in IQVIA in Q2 2021 and has held it in 22 quarters since.
  • 1,012 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.