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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
Q2 		$498K Buy
2,580
+45
+2% +$7.85K 0.01% 727
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 $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 $3.38T AUM 44.17% 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

Great Valley Advisor Group's IQV Position: Q2 2026 in Review

Great Valley Advisor Group increased its IQVIA (IQV) stake by 1.8% in Q2 2026, buying an estimated $7.85K and bringing the position to 2,580 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #727.

Great Valley Advisor Group first reported a position in IQV in Q4 2022 and has held it in 15 quarters since. The position peaked at $859K in Q1 2024. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Great Valley Advisor Group held 2,580 shares of IQVIA worth $498K as of Q2 2026.
  • Great Valley Advisor Group bought 45 IQVIA shares in Q2 2026, an estimated $7.85K.
  • IQVIA made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #727 holding.
  • Great Valley Advisor Group first reported a position in IQVIA in Q4 2022 and has held it in 15 quarters since.
  • Great Valley Advisor Group's IQVIA position peaked at $859K in Q1 2024.
  • 1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.