GIA
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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
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% +$9.51K 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% -$3.31K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Gladstone Institutional Advisory's IQV Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its IQVIA (IQV) stake by 2% in Q2 2026, selling an estimated $5.93K and leaving 1,648 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #722.

Gladstone Institutional Advisory first reported a position in IQV in Q2 2021 and has held it in 21 quarters since. The position peaked at $395K in Q1 2024. 289 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Gladstone Institutional Advisory held 1,648 shares of IQVIA worth $318K as of Q2 2026.
  • Gladstone Institutional Advisory sold 34 IQVIA shares in Q2 2026, an estimated $5.93K.
  • IQVIA made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #722 holding.
  • Gladstone Institutional Advisory first reported a position in IQVIA in Q2 2021 and has held it in 21 quarters since.
  • Gladstone Institutional Advisory's IQVIA position peaked at $395K in Q1 2024.
  • 289 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.