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Investment Research & Advisory Group’s IQVIA IQV Stock Holding History

Investment Research & 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 		$3.49M Sell
18,058
-262
-1% -$45.7K 1.08% 26
2026
Q1 		$3.12M Buy
18,320
+362
+2% +$70.6K 1.09% 25
2025
Q4 		$4.05M Buy
17,958
+146
+0.8% +$31.8K 1.34% 21
2025
Q3 		$3.38M Buy
17,812
+610
+4% +$111K 1.15% 26
2025
Q2 		$2.71M Sell
17,202
-775
-4% -$117K 1.01% 30
2025
Q1 		$3.17M Buy
17,977
+430
+2% +$83.4K 1.32% 26
2024
Q4 		$3.45M Sell
17,547
-296
-2% -$62.4K 1.43% 19
2024
Q3 		$4.23M Buy
17,843
+328
+2% +$77.4K 1.78% 14
2024
Q2 		$3.7M Buy
17,515
+70
+0.4% +$15.9K 1.64% 18
2024
Q1 		$4.41M Buy
17,445
+40
+0.2% +$9.34K 2.03% 14
2023
Q4 		$4.03M Buy
17,405
+210
+1% +$43.1K 2.06% 12
2023
Q3 		$3.38M Buy
17,195
+257
+2% +$55.8K 1.92% 11
2023
Q2 		$3.81M Buy
16,938
+42
+0.2% +$8.43K 2.2% 9
2023
Q1 		$3.36M Buy
16,896
+54
+0.3% +$11.5K 2.16% 10
2022
Q4 		$3.45M Sell
16,842
-95
-0.6% -$19.3K 2.27% 11
2022
Q3 		$3.07M Buy
16,937
+234
+1% +$51.3K 2.3% 10
2022
Q2 		$3.62M Buy
16,703
+1,320
+9% +$287K 2.62% 8
2022
Q1 		$3.56M Buy
15,383
+275
+2% +$65.1K 2.23% 10
2021
Q4 		$4.26M Sell
15,108
-657
-4% -$170K 2.59% 7
2021
Q3 		$3.79M Buy
15,765
+13
+0.1% +$3.28K 2.49% 10
2021
Q2 		$3.82M Buy
15,752
+37
+0.2% +$8.54K 2.52% 10
2021
Q1 		$3.04M Sell
15,715
-38
-0.2% -$7.13K 2.23% 12
2020
Q4 		$2.82M Buy
15,753
+186
+1% +$31.3K 2.09% 11
2020
Q3 		$2.45M Sell
15,567
-133
-0.8% -$20.8K 2.04% 12
2020
Q2 		$2.22M Buy
15,700
+1,718
+12% +$233K 2% 10
2020
Q1 		$1.51M Sell
13,982
-650
-4% -$92.9K 1.4% 18
2019
Q4 		$2.26M Buy
+14,632
New +$2.14M 2.09% 11

Other funds holding IQV

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Investment Research & Advisory Group's IQV Position: Q2 2026 in Review

Investment Research & Advisory Group reduced its IQVIA (IQV) stake by 1.4% in Q2 2026, selling an estimated $45.7K and leaving 18,058 shares worth $3.49M. The position accounts for 1.08% of the portfolio, ranked #26.

Investment Research & Advisory Group first reported a position in IQV in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.41M in Q1 2024. 332 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Investment Research & Advisory Group held 18,058 shares of IQVIA worth $3.49M as of Q2 2026.
  • Investment Research & Advisory Group sold 262 IQVIA shares in Q2 2026, an estimated $45.7K.
  • IQVIA made up 1.08% of Investment Research & Advisory Group's portfolio in Q2 2026, its #26 holding.
  • Investment Research & Advisory Group first reported a position in IQVIA in Q4 2019 and has held it in 27 quarters since.
  • Investment Research & Advisory Group's IQVIA position peaked at $4.41M in Q1 2024.
  • 332 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.