HF Advisory Group
IQV icon

HF Advisory Group’s IQVIA IQV Stock Holding History

HF Advisory Group’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 		$1.96M Sell
7,294
-1,801
-20% -$435K 0.58% 62
2026
Q2 		$1.76M Buy
9,095
+1,861
+26% +$325K 0.54% 63
2026
Q1 		$1.23M Sell
7,234
-916
-11% -$179K 0.42% 81
2025
Q4 		$1.84M Sell
8,150
-24
-0.3% -$5.22K 0.64% 58
2025
Q3 		$1.55M Sell
8,174
-2,584
-24% -$470K 0.57% 64
2025
Q2 		$1.7M Buy
10,758
+1,081
+11% +$163K 0.67% 54
2025
Q1 		$1.71M Sell
9,677
-215
-2% -$41.7K 0.75% 48
2024
Q4 		$1.94M Buy
9,892
+2,419
+32% +$510K 0.89% 37
2024
Q3 		$1.77M Sell
7,473
-515
-6% -$122K 0.82% 42
2024
Q2 		$1.69M Buy
7,988
+615
+8% +$140K 0.87% 42
2024
Q1 		$1.86M Buy
7,373
+398
+6% +$92.9K 1.04% 30
2023
Q4 		$1.61M Buy
6,975
+505
+8% +$104K 1.03% 30
2023
Q3 		$1.3M Buy
6,470
+372
+6% +$80.8K 0.96% 36
2023
Q2 		$1.37M Buy
6,098
+619
+11% +$124K 1.08% 28
2023
Q1 		$1.09M Sell
5,479
-302
-5% -$64.5K 0.97% 34
2022
Q4 		$1.18M Buy
+5,781
New +$1.17M 1.2% 21

Other funds holding IQV

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

HF Advisory Group's IQV Position: Q3 2026 in Review

HF Advisory Group reduced its IQVIA (IQV) stake by 20% in Q3 2026, selling an estimated $435K and leaving 7,294 shares worth $1.96M. The position accounts for 0.58% of the portfolio, ranked #62.

HF Advisory Group first reported a position in IQV in Q4 2022 and has held it in 16 quarters since. 257 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • HF Advisory Group held 7,294 shares of IQVIA worth $1.96M as of Q3 2026.
  • HF Advisory Group sold 1,801 IQVIA shares in Q3 2026, an estimated $435K.
  • IQVIA made up 0.58% of HF Advisory Group's portfolio in Q3 2026, its #62 holding.
  • HF Advisory Group first reported a position in IQVIA in Q4 2022 and has held it in 16 quarters since.
  • 257 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.