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 Q3	$860K	Hold	3,200	–	–	0.17%	131
2026 Q2	$619K	Hold	3,200	–	–	0.12%	159
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Herold Advisors's IQV Position: Q3 2026 in Review

Herold Advisors held its IQVIA (IQV) position steady in Q3 2026 at 3,200 shares worth $860K. The position accounts for 0.17% of the portfolio, ranked #131.

Herold Advisors first reported a position in IQV in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.66M in Q4 2021. 569 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

Herold Advisors held 3,200 shares of IQVIA worth $860K as of Q3 2026.
Herold Advisors left its IQVIA share count unchanged in Q3 2026.
IQVIA made up 0.17% of Herold Advisors's portfolio in Q3 2026, its #131 holding.
Herold Advisors first reported a position in IQVIA in Q3 2021 and has held it in 21 quarters since.
Herold Advisors's IQVIA position peaked at $1.66M in Q4 2021.
569 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.