Lloyd Advisory Services’s IQVIA IQV Stock Holding History

Lloyd Advisory Services’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	$28.2K	Buy	+146	New	+$25.5K	0.01%	285
2026 Q1	–	Sell	-195	Closed	-$44K	–	949
2025 Q4	$44K	Buy	+195	New	+$42.4K	0.02%	252
2021 Q4	–	Sell	-10	Closed	-$2K	–	445
2021 Q3	$2K	Sell	10 -1	-9%	-$252	﹤0.01%	345
2021 Q2	$3K	Hold	11	–	–	﹤0.01%	342
2021 Q1	$2K	Hold	11	–	–	﹤0.01%	334
2020 Q4	$2K	Sell	11 -5	-31%	-$843	﹤0.01%	310
2020 Q3	$3K	Sell	16 -12	-43%	-$1.88K	﹤0.01%	264
2020 Q2	$4K	Buy	+28	New	+$3.79K	﹤0.01%	228

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lloyd Advisory Services's IQV Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in IQVIA (IQV) in Q2 2026: 146 shares worth $28.2K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in IQV as recently as Q4 2025.

Lloyd Advisory Services first reported a position in IQV in Q2 2020 and has held it in 8 quarters since. The position peaked at $44K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

Lloyd Advisory Services held 146 shares of IQVIA worth $28.2K as of Q2 2026.
IQVIA was a new Lloyd Advisory Services position in Q2 2026.
IQVIA made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #285 holding.
Lloyd Advisory Services first reported a position in IQVIA in Q2 2020 and has held it in 8 quarters since.
Lloyd Advisory Services's IQVIA position peaked at $44K in Q4 2025.
1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.