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Heritage Wealth Advisors’s IQVIA IQV Stock Holding History

Heritage Wealth 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 		– Sell
-1,009
Closed -$172K – 712
2026
Q1 		$172K Sell
1,009
-9,430
-90% -$1.84M 0.01% 216
2025
Q4 		$2.35M Buy
+10,439
New +$2.27M 0.09% 60
2023
Q2 		– Sell
-15
Closed -$2.98K – 577
2023
Q1 		$2.98K Sell
15
-195
-93% -$41.7K ﹤0.01% 499
2022
Q4 		$43K Buy
+210
New +$42.6K ﹤0.01% 340

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

Heritage Wealth Advisors's IQV Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of IQVIA (IQV) in Q2 2026, closing a stake of 1,009 shares — an estimated $172K sold.

Heritage Wealth Advisors first reported a position in IQV in Q4 2022 and held it in 4 quarters. The position peaked at $2.35M in Q4 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining IQVIA position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,009 IQVIA shares in Q2 2026, an estimated $172K.
  • Heritage Wealth Advisors first reported a position in IQVIA in Q4 2022 and held it in 4 quarters.
  • Heritage Wealth Advisors's IQVIA position peaked at $2.35M in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.