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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HF Advisory Group's IQV Position: Q2 2026 in Review

HF Advisory Group increased its IQVIA (IQV) stake by 26% in Q2 2026, buying an estimated $325K and bringing the position to 9,095 shares worth $1.76M. The position accounts for 0.54% of the portfolio, ranked #63.

HF Advisory Group first reported a position in IQV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.94M in Q4 2024. 225 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • HF Advisory Group held 9,095 shares of IQVIA worth $1.76M as of Q2 2026.
  • HF Advisory Group bought 1,861 IQVIA shares in Q2 2026, an estimated $325K.
  • IQVIA made up 0.54% of HF Advisory Group's portfolio in Q2 2026, its #63 holding.
  • HF Advisory Group first reported a position in IQVIA in Q4 2022 and has held it in 15 quarters since.
  • HF Advisory Group's IQVIA position peaked at $1.94M in Q4 2024.
  • 225 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.