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Glassy Mountain Advisors’s IQVIA IQV Stock Holding History

Glassy Mountain 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 		$3.12M Buy
18,309
+540
+3% +$105K 0.97% 38
2025
Q4 		$4.01M Buy
+17,769
New +$3.87M 1.21% 35
2023
Q1 		– Sell
-153
Closed -$31.3K – 115
2022
Q4 		$31.3K Buy
+153
New +$31K 0.02% 139

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Glassy Mountain Advisors's IQV Position: Q1 2026 in Review

Glassy Mountain Advisors increased its IQVIA (IQV) stake by 3% in Q1 2026, buying an estimated $105K and bringing the position to 18,309 shares worth $3.12M. The position accounts for 0.97% of the portfolio, ranked #38.

Glassy Mountain Advisors first reported a position in IQV in Q4 2022 and has held it in 3 quarters since. The position peaked at $4.01M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Glassy Mountain Advisors held 18,309 shares of IQVIA worth $3.12M as of Q1 2026.
  • Glassy Mountain Advisors bought 540 IQVIA shares in Q1 2026, an estimated $105K.
  • IQVIA made up 0.97% of Glassy Mountain Advisors's portfolio in Q1 2026, its #38 holding.
  • Glassy Mountain Advisors first reported a position in IQVIA in Q4 2022 and has held it in 3 quarters since.
  • Glassy Mountain Advisors's IQVIA position peaked at $4.01M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Glassy Mountain Advisors's 13F filing for Q1 2026, filed 8 May 2026.