HHM Wealth Advisors’s IQVIA IQV Stock Holding History

HHM Wealth 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
2025 Q3	–	Sell	-23	Closed	-$3.63K	–	898
2025 Q2	$3.63K	Hold	23	–	–	﹤0.01%	715
2025 Q1	$4.05K	Hold	23	–	–	﹤0.01%	687
2024 Q4	$4.52K	Hold	23	–	–	﹤0.01%	689
2024 Q3	$5.45K	Hold	23	–	–	﹤0.01%	642
2024 Q2	$4.86K	Hold	23	–	–	﹤0.01%	636
2024 Q1	$5.82K	Hold	23	–	–	﹤0.01%	609
2023 Q4	$5.32K	Hold	23	–	–	﹤0.01%	621
2023 Q3	$4.53K	Hold	23	–	–	﹤0.01%	642
2023 Q2	$5.17K	Hold	23	–	–	﹤0.01%	654
2023 Q1	$4.58K	Hold	23	–	–	﹤0.01%	654
2022 Q4	$4.71K	Hold	23	–	–	﹤0.01%	539
2022 Q3	$4K	Hold	23	–	–	﹤0.01%	552
2022 Q2	$5K	Hold	23	–	–	﹤0.01%	642
2022 Q1	$5K	Hold	23	–	–	﹤0.01%	610
2021 Q4	$6K	Hold	23	–	–	﹤0.01%	567
2021 Q3	$6K	Hold	23	–	–	﹤0.01%	536
2021 Q2	$6K	Hold	23	–	–	﹤0.01%	518
2021 Q1	$4K	Hold	23	–	–	﹤0.01%	506
2020 Q4	$4K	Hold	23	–	–	﹤0.01%	470
2020 Q3	$4K	Hold	23	–	–	﹤0.01%	439
2020 Q2	$3K	Buy	+23	New	+$3.12K	﹤0.01%	436

Other funds holding IQV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

HHM Wealth Advisors's IQV Position: Q3 2025 in Review

HHM Wealth Advisors sold out of IQVIA (IQV) in Q3 2025, closing a stake of 23 shares — an estimated $3.63K sold.

HHM Wealth Advisors first reported a position in IQV in Q2 2020 and held it in 21 quarters. The position peaked at $6K in Q4 2021. 1,008 funds tracked by Wall St. Rank hold IQV as of Q3 2025.

HHM Wealth Advisors reported no remaining IQVIA position as of Q3 2025 after selling out during the quarter.
HHM Wealth Advisors sold 23 IQVIA shares in Q3 2025, an estimated $3.63K.
HHM Wealth Advisors first reported a position in IQVIA in Q2 2020 and held it in 21 quarters.
HHM Wealth Advisors's IQVIA position peaked at $6K in Q4 2021.
1,008 funds tracked by Wall St. Rank held IQVIA as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.