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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mount Yale Investment Advisors's IQV Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its IQVIA (IQV) stake by 489% in Q1 2026, buying an estimated $982K and bringing the position to 6,062 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #507.

Mount Yale Investment Advisors first reported a position in IQV in Q2 2023 and has held it in 9 quarters since. 1,069 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

Mount Yale Investment Advisors held 6,062 shares of IQVIA worth $1.03M as of Q1 2026.
Mount Yale Investment Advisors bought 5,032 IQVIA shares in Q1 2026, an estimated $982K.
IQVIA made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #507 holding.
Mount Yale Investment Advisors first reported a position in IQVIA in Q2 2023 and has held it in 9 quarters since.
1,069 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.