GVAG
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Great Valley Advisor Group’s IQVIA IQV Stock Holding History

Great Valley Advisor Group’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 		$432K Buy
2,535
+429
+20% +$83.7K 0.01% 719
2025
Q4 		$475K Buy
2,106
+475
+29% +$103K 0.01% 643
2025
Q3 		$310K Sell
1,631
-73
-4% -$13.3K 0.01% 765
2025
Q2 		$269K Sell
1,704
-118
-6% -$17.8K 0.01% 773
2025
Q1 		$321K Sell
1,822
-496
-21% -$96.2K 0.01% 705
2024
Q4 		$456K Sell
2,318
-921
-28% -$194K 0.01% 593
2024
Q3 		$767K Buy
3,239
+148
+5% +$34.9K 0.02% 472
2024
Q2 		$654K Sell
3,091
-308
-9% -$70K 0.02% 469
2024
Q1 		$859K Buy
3,399
+176
+5% +$41.1K 0.03% 396
2023
Q4 		$746K Buy
3,223
+1,261
+64% +$259K 0.03% 386
2023
Q3 		$386K Sell
1,962
-146
-7% -$31.7K 0.02% 495
2023
Q2 		$474K Buy
2,108
+83
+4% +$16.7K 0.02% 455
2023
Q1 		$403K Buy
2,025
+520
+35% +$111K 0.02% 474
2022
Q4 		$308K Buy
+1,505
New +$305K 0.02% 535

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

Great Valley Advisor Group's IQV Position: Q1 2026 in Review

Great Valley Advisor Group increased its IQVIA (IQV) stake by 20% in Q1 2026, buying an estimated $83.7K and bringing the position to 2,535 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #719.

Great Valley Advisor Group first reported a position in IQV in Q4 2022 and has held it in 14 quarters since. The position peaked at $859K in Q1 2024. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Great Valley Advisor Group held 2,535 shares of IQVIA worth $432K as of Q1 2026.
  • Great Valley Advisor Group bought 429 IQVIA shares in Q1 2026, an estimated $83.7K.
  • IQVIA made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #719 holding.
  • Great Valley Advisor Group first reported a position in IQVIA in Q4 2022 and has held it in 14 quarters since.
  • Great Valley Advisor Group's IQVIA position peaked at $859K in Q1 2024.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.