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HighPoint Advisor Group’s IQVIA IQV Stock Holding History

HighPoint Advisor 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
-3,447
Closed -$777K – 847
2025
Q4 		$777K Buy
3,447
+1,147
+50% +$250K 0.02% 536
2025
Q3 		$437K Buy
2,300
+12
+0.5% +$2.18K 0.02% 428
2025
Q2 		$361K Buy
2,288
+120
+6% +$18.1K 0.02% 461
2025
Q1 		$333K Buy
2,168
+35
+2% +$6.79K 0.02% 460
2024
Q4 		$428K Buy
2,133
+395
+23% +$83.3K 0.02% 413
2024
Q3 		$364K Buy
1,738
+114
+7% +$26.9K 0.02% 436
2024
Q2 		$399K Sell
1,624
-82
-5% -$18.6K 0.02% 403
2024
Q1 		$391K Buy
1,706
+84
+5% +$19.6K 0.03% 409
2023
Q4 		$404K Buy
+1,622
New +$333K 0.03% 404
2022
Q2 		$519K Buy
+2,402
New +$522K 0.06% 280
2021
Q3 		$570K Sell
2,381
-266
-10% -$67.1K 0.06% 279
2021
Q2 		$641K Sell
2,647
-158
-6% -$36.5K 0.06% 255
2021
Q1 		$582K Sell
2,805
-52
-2% -$9.76K 0.07% 238
2020
Q4 		$525K Sell
2,857
-514
-15% -$86.6K 0.06% 246
2020
Q3 		$579K Buy
3,371
+299
+10% +$46.9K 0.1% 164
2020
Q2 		$435K Buy
3,072
+306
+11% +$41.5K 0.09% 184
2020
Q1 		$356K Sell
2,766
-437
-14% -$62.4K 0.08% 197
2019
Q4 		$515K Buy
3,203
+29
+0.9% +$4.23K 0.11% 177
2019
Q3 		$436K Buy
3,174
+203
+7% +$31.6K 0.1% 180
2019
Q2 		$464K Buy
2,971
+1,281
+76% +$180K 0.11% 162
2019
Q1 		$227K Buy
+1,690
New +$225K 0.06% 290

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HighPoint Advisor Group's IQV Position: Q1 2026 in Review

HighPoint Advisor Group sold out of IQVIA (IQV) in Q1 2026, closing a stake of 3,447 shares — an estimated $777K sold.

HighPoint Advisor Group first reported a position in IQV in Q1 2019 and held it in 21 quarters. The position peaked at $777K in Q4 2025. 1,071 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • HighPoint Advisor Group reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 3,447 IQVIA shares in Q1 2026, an estimated $777K.
  • HighPoint Advisor Group first reported a position in IQVIA in Q1 2019 and held it in 21 quarters.
  • HighPoint Advisor Group's IQVIA position peaked at $777K in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.