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 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 $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

Invera Wealth Advisors's IQV Position: Q1 2026 in Review

Invera Wealth Advisors reduced its IQVIA (IQV) stake by 44% in Q1 2026, selling an estimated $909K and leaving 5,880 shares worth $1M. The position accounts for 0.64% of the portfolio, ranked #50.

Invera Wealth Advisors first reported a position in IQV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.35M in Q4 2023. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Invera Wealth Advisors held 5,880 shares of IQVIA worth $1M as of Q1 2026.
Invera Wealth Advisors sold 4,657 IQVIA shares in Q1 2026, an estimated $909K.
IQVIA made up 0.64% of Invera Wealth Advisors's portfolio in Q1 2026, its #50 holding.
Invera Wealth Advisors first reported a position in IQVIA in Q4 2023 and has held it in 10 quarters since.
Invera Wealth Advisors's IQVIA position peaked at $3.35M in Q4 2023.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.