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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Herold Advisors's IQV Position: Q2 2026 in Review

Herold Advisors held its IQVIA (IQV) position steady in Q2 2026 at 3,200 shares worth $619K. The position accounts for 0.12% of the portfolio, ranked #159.

Herold Advisors first reported a position in IQV in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.66M in Q4 2021. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Herold Advisors held 3,200 shares of IQVIA worth $619K as of Q2 2026.
Herold Advisors left its IQVIA share count unchanged in Q2 2026.
IQVIA made up 0.12% of Herold Advisors's portfolio in Q2 2026, its #159 holding.
Herold Advisors first reported a position in IQVIA in Q3 2021 and has held it in 20 quarters since.
Herold Advisors's IQVIA position peaked at $1.66M in Q4 2021.
1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.