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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
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 $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

Heritage Wealth Advisors's IQV Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its IQVIA (IQV) stake by 90% in Q1 2026, selling an estimated $1.84M and leaving 1,009 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #216.

Heritage Wealth Advisors first reported a position in IQV in Q4 2022 and has held it in 4 quarters since. The position peaked at $2.35M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Heritage Wealth Advisors held 1,009 shares of IQVIA worth $172K as of Q1 2026.
  • Heritage Wealth Advisors sold 9,430 IQVIA shares in Q1 2026, an estimated $1.84M.
  • IQVIA made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #216 holding.
  • Heritage Wealth Advisors first reported a position in IQVIA in Q4 2022 and has held it in 4 quarters since.
  • Heritage Wealth Advisors's IQVIA position peaked at $2.35M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.