MYIA
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Mount Yale Investment Advisors’s IQVIA IQV Stock Holding History

Mount Yale Investment 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 		$1.16M Sell
5,986
-76
-1% -$13.3K 0.02% 544
2026
Q1 		$1.03M Buy
6,062
+5,032
+489% +$982K 0.02% 507
2025
Q4 		$232K Buy
+1,030
New +$224K 0.01% 662
2025
Q3 		– Sell
-404
Closed -$63.7K – 1124
2025
Q2 		$63.7K Buy
+404
New +$60.8K 0.01% 750
2024
Q4 		– Sell
-1,409
Closed -$334K – 587
2024
Q3 		$334K Sell
1,409
-7
-0.5% -$1.65K 0.03% 408
2024
Q2 		$299K Buy
1,416
+37
+3% +$8.41K 0.02% 433
2024
Q1 		$349K Sell
1,379
-56
-4% -$13.1K 0.03% 415
2023
Q4 		$332K Sell
1,435
-5
-0.3% -$1.03K 0.03% 398
2023
Q3 		$283K Sell
1,440
-4
-0.3% -$869 0.03% 400
2023
Q2 		$325K Buy
+1,444
New +$290K 0.03% 374

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's IQV Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its IQVIA (IQV) stake by 1.3% in Q2 2026, selling an estimated $13.3K and leaving 5,986 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #544.

Mount Yale Investment Advisors first reported a position in IQV in Q2 2023 and has held it in 10 quarters since. 1,091 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Mount Yale Investment Advisors held 5,986 shares of IQVIA worth $1.16M as of Q2 2026.
  • Mount Yale Investment Advisors sold 76 IQVIA shares in Q2 2026, an estimated $13.3K.
  • IQVIA made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #544 holding.
  • Mount Yale Investment Advisors first reported a position in IQVIA in Q2 2023 and has held it in 10 quarters since.
  • 1,091 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.