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GoalVest Advisory’s IQVIA IQV Stock Holding History

GoalVest 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 		$11.3K Buy
+42
New +$10.2K ﹤0.01% 422
2025
Q2 		– Sell
-3
Closed -$529 – 447
2025
Q1 		$529 Sell
3
-3
-50% -$582 ﹤0.01% 363
2024
Q4 		$1.18K Sell
6
-63
-91% -$13.3K ﹤0.01% 352
2024
Q3 		$16.4K Buy
+69
New +$16.3K ﹤0.01% 282
2022
Q2 		– Sell
-2
Closed – – 422
2022
Q1 		$0 Buy
+2
New +$474 ﹤0.01% 439

Other funds holding IQV

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

GoalVest Advisory's IQV Position: Q3 2026 in Review

GoalVest Advisory opened a new position in IQVIA (IQV) in Q3 2026: 42 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in IQV as recently as Q1 2025.

GoalVest Advisory first reported a position in IQV in Q1 2022 and has held it in 5 quarters since. The position peaked at $16.4K in Q3 2024. 39 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • GoalVest Advisory held 42 shares of IQVIA worth $11.3K as of Q3 2026.
  • IQVIA was a new GoalVest Advisory position in Q3 2026.
  • IQVIA made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #422 holding.
  • GoalVest Advisory first reported a position in IQVIA in Q1 2022 and has held it in 5 quarters since.
  • GoalVest Advisory's IQVIA position peaked at $16.4K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.