High Net Worth Advisory Group’s IQVIA IQV Stock Holding History

High Net Worth 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	$222K	Buy	+1,150	New	+$201K	0.05%	234
2026 Q1	–	Sell	-1,150	Closed	-$259K	–	247
2025 Q4	$259K	Hold	1,150	–	–	0.06%	205
2025 Q3	$218K	Buy	+1,150	New	+$209K	0.05%	216
2025 Q2	–	Sell	-1,150	Closed	-$203K	–	229
2025 Q1	$203K	Hold	1,150	–	–	0.06%	211
2024 Q4	$226K	Hold	1,150	–	–	0.06%	202
2024 Q3	$273K	Hold	1,150	–	–	0.07%	183
2024 Q2	$243K	Hold	1,150	–	–	0.07%	186
2024 Q1	$291K	Hold	1,150	–	–	0.09%	165
2023 Q4	$266K	Hold	1,150	–	–	0.1%	158
2023 Q3	$226K	Sell	1,150 -19	-2%	-$4.13K	0.09%	171
2023 Q2	$263K	Buy	1,169 +19	+2%	+$3.81K	0.1%	158
2023 Q1	$229K	Hold	1,150	–	–	0.09%	167
2022 Q4	$236K	Hold	1,150	–	–	0.09%	166
2022 Q3	$208K	Hold	1,150	–	–	0.09%	178
2022 Q2	$250K	Sell	1,150 -20	-2%	-$4.34K	0.1%	158
2022 Q1	$271K	Hold	1,170	–	–	0.1%	153
2021 Q4	$330K	Buy	+1,170	New	+$304K	0.12%	148

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

High Net Worth Advisory Group's IQV Position: Q2 2026 in Review

High Net Worth Advisory Group opened a new position in IQVIA (IQV) in Q2 2026: 1,150 shares worth $222K. The stake represents 0.05% of the portfolio and ranks #234 among its holdings. This is a return to the name: High Net Worth Advisory Group previously reported a position in IQV as recently as Q4 2025.

High Net Worth Advisory Group first reported a position in IQV in Q4 2021 and has held it in 17 quarters since. The position peaked at $330K in Q4 2021. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

High Net Worth Advisory Group held 1,150 shares of IQVIA worth $222K as of Q2 2026.
IQVIA was a new High Net Worth Advisory Group position in Q2 2026.
IQVIA made up 0.05% of High Net Worth Advisory Group's portfolio in Q2 2026, its #234 holding.
High Net Worth Advisory Group first reported a position in IQVIA in Q4 2021 and has held it in 17 quarters since.
High Net Worth Advisory Group's IQVIA position peaked at $330K in Q4 2021.
1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.