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 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 $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

High Net Worth Advisory Group's IQV Position: Q1 2026 in Review

High Net Worth Advisory Group sold out of IQVIA (IQV) in Q1 2026, closing a stake of 1,150 shares — an estimated $259K sold.

High Net Worth Advisory Group first reported a position in IQV in Q4 2021 and held it in 16 quarters. The position peaked at $330K in Q4 2021. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

High Net Worth Advisory Group reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
High Net Worth Advisory Group sold 1,150 IQVIA shares in Q1 2026, an estimated $259K.
High Net Worth Advisory Group first reported a position in IQVIA in Q4 2021 and held it in 16 quarters.
High Net Worth Advisory Group's IQVIA position peaked at $330K in Q4 2021.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.