LWANC
IQV icon

Laurel Wealth Advisors (North Carolina)’s IQVIA IQV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$1.02M Buy
5,259
+65
+1% +$11.3K 0.1% 115
2026
Q1 		$928K Buy
5,194
+407
+9% +$79.4K 0.09% 120
2025
Q4 		$1.08M Buy
4,787
+160
+3% +$34.8K 0.14% 110
2025
Q3 		$879K Sell
4,627
-320
-6% -$58.2K 0.12% 120
2025
Q2 		$780K Buy
4,947
+30
+0.6% +$4.52K 0.12% 120
2025
Q1 		$867K Buy
4,917
+345
+8% +$66.9K 0.14% 113
2024
Q4 		$898K Buy
4,572
+140
+3% +$29.5K 0.14% 110
2024
Q3 		$1.05M Sell
4,432
-215
-5% -$50.8K 0.17% 104
2024
Q2 		$983K Buy
4,647
+90
+2% +$20.4K 0.17% 106
2024
Q1 		$1.15M Sell
4,557
-5
-0.1% -$1.17K 0.2% 100
2023
Q4 		$1.06M Sell
4,562
-148
-3% -$30.4K 0.2% 100
2023
Q3 		$927K Buy
4,710
+50
+1% +$10.9K 0.2% 99
2023
Q2 		$1.05M Buy
4,660
+230
+5% +$46.2K 0.21% 93
2023
Q1 		$881K Buy
4,430
+415
+10% +$88.7K 0.19% 96
2022
Q4 		$823K Sell
4,015
-190
-5% -$38.5K 0.19% 97
2022
Q3 		$762K Buy
4,205
+20
+0.5% +$4.38K 0.19% 96
2022
Q2 		$908K Hold
4,185
– – 0.22% 88
2022
Q1 		$968K Buy
4,185
+30
+0.7% +$7.11K 0.2% 92
2021
Q4 		$1.17M Buy
4,155
+65
+2% +$16.9K 0.24% 86
2021
Q3 		$980K Sell
4,090
-1,000
-20% -$252K 0.22% 90
2021
Q2 		$1.23M Buy
5,090
+75
+1% +$17.3K 0.27% 82
2021
Q1 		$969K Sell
5,015
-115
-2% -$21.6K 0.23% 85
2020
Q4 		$919K Buy
5,130
+590
+13% +$99.4K 0.24% 82
2020
Q3 		$716K Sell
4,540
-232
-5% -$36.4K 0.21% 86
2020
Q2 		$677K Buy
4,772
+147
+3% +$19.9K 0.22% 85
2020
Q1 		$499K Sell
4,625
-215
-4% -$30.7K 0.19% 92
2019
Q4 		$748K Hold
4,840
– – 0.24% 81
2019
Q3 		$723K Buy
4,840
+230
+5% +$35.8K 0.25% 82
2019
Q2 		$742K Hold
4,610
– – 0.26% 79
2019
Q1 		$663K Sell
4,610
-65
-1% -$8.66K 0.24% 86
2018
Q4 		$543K Buy
+4,675
New +$566K 0.22% 90

Other funds holding IQV

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
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IQV Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its IQVIA (IQV) stake by 1.3% in Q2 2026, buying an estimated $11.3K and bringing the position to 5,259 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #115.

Laurel Wealth Advisors (North Carolina) first reported a position in IQV in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.23M in Q2 2021. 255 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 5,259 shares of IQVIA worth $1.02M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 65 IQVIA shares in Q2 2026, an estimated $11.3K.
  • IQVIA made up 0.1% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #115 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in IQVIA in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s IQVIA position peaked at $1.23M in Q2 2021.
  • 255 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.