Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s IQVIA IQV Stock Holding History

Halbert Hargrove Global 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
Q3 		– Sell
-7
Closed -$1.44K – 532
2026
Q2 		$1.44K Buy
+7
New +$1.22K ﹤0.01% 414

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Sumitomo Mitsui Trust Group
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KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
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Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Halbert Hargrove Global Advisors's IQV Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of IQVIA (IQV) in Q3 2026, closing a stake of 7 shares — an estimated $1.44K sold.

Halbert Hargrove Global Advisors first reported a position in IQV in Q2 2026 and held it in 1 quarter. The position peaked at $1.44K in Q2 2026. 607 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining IQVIA position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 7 IQVIA shares in Q3 2026, an estimated $1.44K.
  • Halbert Hargrove Global Advisors first reported a position in IQVIA in Q2 2026 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's IQVIA position peaked at $1.44K in Q2 2026.
  • 607 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.