Invera Wealth Advisors’s IQVIA IQV Stock Holding History

Invera 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
2026 Q2	$1.17M	Buy	6,067 +187	+3%	+$32.6K	0.63%	43
2026 Q1	$1M	Sell	5,880 -4,657	-44%	-$909K	0.64%	50
2025 Q4	$2.38M	Sell	10,537 -605	-5%	-$132K	1.5%	21
2025 Q3	$2.12M	Sell	11,142 -3,078	-22%	-$560K	1.3%	24
2025 Q2	$2.24M	Buy	14,220 +168	+1%	+$25.3K	1.46%	22
2025 Q1	$2.48M	Sell	14,052 -46	-0.3%	-$8.92K	1.6%	20
2024 Q4	$2.9M	Buy	14,098 +102	+0.7%	+$21.5K	2.88%	14
2024 Q3	$3.05M	Sell	13,996 -510	-4%	-$120K	3.03%	14
2024 Q2	$3.18M	Buy	14,506 +46	+0.3%	+$10.4K	3.26%	14
2024 Q1	$3.28M	Sell	14,460 -18	-0.1%	-$4.2K	2.79%	16
2023 Q4	$3.35M	Buy	+14,478	New	+$2.97M	2.1%	20

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

Invera Wealth Advisors's IQV Position: Q2 2026 in Review

Invera Wealth Advisors increased its IQVIA (IQV) stake by 3.2% in Q2 2026, buying an estimated $32.6K and bringing the position to 6,067 shares worth $1.17M. The position accounts for 0.63% of the portfolio, ranked #43.

Invera Wealth Advisors first reported a position in IQV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.35M in Q4 2023. 1,088 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Invera Wealth Advisors held 6,067 shares of IQVIA worth $1.17M as of Q2 2026.
Invera Wealth Advisors bought 187 IQVIA shares in Q2 2026, an estimated $32.6K.
IQVIA made up 0.63% of Invera Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Invera Wealth Advisors first reported a position in IQVIA in Q4 2023 and has held it in 11 quarters since.
Invera Wealth Advisors's IQVIA position peaked at $3.35M in Q4 2023.
1,088 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.