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Legacy Financial Advisors’s IQVIA IQV Stock Holding History

Legacy Financial 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 		$839K Sell
4,919
-641
-12% -$125K 0.12% 158
2025
Q4 		$1.25M Buy
5,560
+798
+17% +$174K 0.17% 106
2025
Q3 		$904K Buy
4,762
+901
+23% +$164K 0.12% 143
2025
Q2 		$608K Buy
+3,861
New +$581K 0.1% 176
2019
Q2 		– Sell
-25
Closed -$4K – 496
2019
Q1 		$4K Buy
+25
New +$3.33K ﹤0.01% 813

Other funds holding IQV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Legacy Financial Advisors's IQV Position: Q1 2026 in Review

Legacy Financial Advisors reduced its IQVIA (IQV) stake by 12% in Q1 2026, selling an estimated $125K and leaving 4,919 shares worth $839K. The position accounts for 0.12% of the portfolio, ranked #158.

Legacy Financial Advisors first reported a position in IQV in Q1 2019 and has held it in 5 quarters since. The position peaked at $1.25M in Q4 2025. 1,067 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Legacy Financial Advisors held 4,919 shares of IQVIA worth $839K as of Q1 2026.
  • Legacy Financial Advisors sold 641 IQVIA shares in Q1 2026, an estimated $125K.
  • IQVIA made up 0.12% of Legacy Financial Advisors's portfolio in Q1 2026, its #158 holding.
  • Legacy Financial Advisors first reported a position in IQVIA in Q1 2019 and has held it in 5 quarters since.
  • Legacy Financial Advisors's IQVIA position peaked at $1.25M in Q4 2025.
  • 1,067 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.