LFA
IQV icon

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
Q2 		$975K Buy
5,049
+130
+3% +$22.7K 0.12% 145
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 $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Financial Advisors's IQV Position: Q2 2026 in Review

Legacy Financial Advisors increased its IQVIA (IQV) stake by 2.6% in Q2 2026, buying an estimated $22.7K and bringing the position to 5,049 shares worth $975K. The position accounts for 0.12% of the portfolio, ranked #145.

Legacy Financial Advisors first reported a position in IQV in Q1 2019 and has held it in 6 quarters since. The position peaked at $1.25M in Q4 2025. 1,090 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Legacy Financial Advisors held 5,049 shares of IQVIA worth $975K as of Q2 2026.
  • Legacy Financial Advisors bought 130 IQVIA shares in Q2 2026, an estimated $22.7K.
  • IQVIA made up 0.12% of Legacy Financial Advisors's portfolio in Q2 2026, its #145 holding.
  • Legacy Financial Advisors first reported a position in IQVIA in Q1 2019 and has held it in 6 quarters since.
  • Legacy Financial Advisors's IQVIA position peaked at $1.25M in Q4 2025.
  • 1,090 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.