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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
Q2 		$3.72M Buy
19,253
+944
+5% +$165K 1.02% 35
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 $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Glassy Mountain Advisors's IQV Position: Q2 2026 in Review

Glassy Mountain Advisors increased its IQVIA (IQV) stake by 5.2% in Q2 2026, buying an estimated $165K and bringing the position to 19,253 shares worth $3.72M. The position accounts for 1.02% of the portfolio, ranked #35.

Glassy Mountain Advisors first reported a position in IQV in Q4 2022 and has held it in 4 quarters since. The position peaked at $4.01M in Q4 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Glassy Mountain Advisors held 19,253 shares of IQVIA worth $3.72M as of Q2 2026.
  • Glassy Mountain Advisors bought 944 IQVIA shares in Q2 2026, an estimated $165K.
  • IQVIA made up 1.02% of Glassy Mountain Advisors's portfolio in Q2 2026, its #35 holding.
  • Glassy Mountain Advisors first reported a position in IQVIA in Q4 2022 and has held it in 4 quarters since.
  • Glassy Mountain Advisors's IQVIA position peaked at $4.01M in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Glassy Mountain Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.