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HFM Investment Advisors’s IQVIA IQV Stock Holding History

HFM Investment 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 		$2.13K Buy
11
+6
+120% +$1.05K ﹤0.01% 438
2026
Q1 		$853 Sell
5
-2
-29% -$390 ﹤0.01% 466
2025
Q4 		$1.58K Buy
7
+1
+17% +$218 ﹤0.01% 341
2025
Q3 		$1.14K Buy
6
+3
+100% +$546 ﹤0.01% 319
2025
Q2 		$473 Buy
3
+1
+50% +$151 ﹤0.01% 669
2025
Q1 		$353 Buy
+2
New +$388 ﹤0.01% 407

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HFM Investment Advisors's IQV Position: Q2 2026 in Review

HFM Investment Advisors increased its IQVIA (IQV) stake by 120% in Q2 2026, buying an estimated $1.05K and bringing the position to 11 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

HFM Investment Advisors first reported a position in IQV in Q1 2025 and has held it in 6 quarters since. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • HFM Investment Advisors held 11 shares of IQVIA worth $2.13K as of Q2 2026.
  • HFM Investment Advisors bought 6 IQVIA shares in Q2 2026, an estimated $1.05K.
  • IQVIA made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #438 holding.
  • HFM Investment Advisors first reported a position in IQVIA in Q1 2025 and has held it in 6 quarters since.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.