Herold Advisors’s IQVIA IQV Stock Holding History

Herold 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	$546K	Hold	3,200	–	–	0.12%	171
2025 Q4	$721K	Sell	3,200 -500	-14%	-$109K	0.16%	136
2025 Q3	$703K	Hold	3,700	–	–	0.16%	142
2025 Q2	$583K	Hold	3,700	–	–	0.12%	173
2025 Q1	$652K	Sell	3,700 -200	-5%	-$38.8K	0.14%	157
2024 Q4	$766K	Sell	3,900 -1,100	-22%	-$232K	0.17%	145
2024 Q3	$1.18M	Sell	5,000 -400	-7%	-$94.4K	0.26%	113
2024 Q2	$1.14M	Hold	5,400	–	–	0.26%	114
2024 Q1	$1.37M	Hold	5,400	–	–	0.33%	87
2023 Q4	$1.25M	Sell	5,400 -200	-4%	-$41.1K	0.35%	85
2023 Q3	$1.1M	Hold	5,600	–	–	0.34%	84
2023 Q2	$1.26M	Hold	5,600	–	–	0.39%	80
2023 Q1	$1.11M	Hold	5,600	–	–	0.39%	81
2022 Q4	$1.15M	Sell	5,600 -200	-3%	-$40.6K	0.49%	68
2022 Q3	$1.05M	Hold	5,800	–	–	0.5%	65
2022 Q2	$1.26M	Buy	5,800 +300	+5%	+$65.1K	0.56%	63
2022 Q1	$1.27M	Sell	5,500 -400	-7%	-$94.7K	0.45%	70
2021 Q4	$1.66M	Hold	5,900	–	–	0.65%	50
2021 Q3	$1.41M	Buy	+5,900	New	+$1.49M	0.55%	56

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Herold Advisors's IQV Position: Q1 2026 in Review

Herold Advisors held its IQVIA (IQV) position steady in Q1 2026 at 3,200 shares worth $546K. The position accounts for 0.12% of the portfolio, ranked #171.

Herold Advisors first reported a position in IQV in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.66M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Herold Advisors held 3,200 shares of IQVIA worth $546K as of Q1 2026.
Herold Advisors left its IQVIA share count unchanged in Q1 2026.
IQVIA made up 0.12% of Herold Advisors's portfolio in Q1 2026, its #171 holding.
Herold Advisors first reported a position in IQVIA in Q3 2021 and has held it in 19 quarters since.
Herold Advisors's IQVIA position peaked at $1.66M in Q4 2021.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.