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Mutual Advisors’s IQVIA IQV Stock Holding History

Mutual 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 		$471K Buy
2,437
+104
+4% +$18.1K 0.01% 964
2026
Q1 		$398K Sell
2,333
-66
-3% -$12.9K 0.01% 1000
2025
Q4 		$541K Sell
2,399
-60
-2% -$13.1K 0.01% 838
2025
Q3 		$541K Sell
2,459
-358
-13% -$65.1K 0.01% 818
2025
Q2 		$561K Sell
2,817
-309
-10% -$46.5K 0.01% 732
2025
Q1 		$470K Buy
3,126
+1,437
+85% +$279K 0.01% 737
2024
Q4 		$334K Buy
1,689
+218
+15% +$46K 0.01% 856
2024
Q3 		$311K Buy
1,471
+218
+17% +$51.5K 0.01% 878
2024
Q2 		$297K Buy
1,253
+72
+6% +$16.4K 0.01% 892
2024
Q1 		$299K Buy
1,181
+243
+26% +$56.7K 0.01% 866
2023
Q4 		$217K Buy
+938
New +$193K 0.01% 939
2023
Q3 		– Sell
-1,602
Closed -$360K – 1016
2023
Q2 		$360K Buy
1,602
+48
+3% +$9.64K 0.01% 740
2023
Q1 		$309K Buy
1,554
+78
+5% +$16.7K 0.01% 769
2022
Q4 		$302K Buy
1,476
+42
+3% +$8.52K 0.01% 737
2022
Q3 		$260K Buy
1,434
+385
+37% +$84.3K 0.01% 757
2022
Q2 		$228K Sell
1,049
-178
-15% -$38.7K 0.02% 752
2022
Q1 		$284K Buy
1,227
+115
+10% +$27.2K 0.02% 734
2021
Q4 		$314K Buy
1,112
+10
+0.9% +$2.6K 0.02% 730
2021
Q3 		$264K Buy
1,102
+48
+5% +$12.1K 0.02% 747
2021
Q2 		$255K Buy
+1,054
New +$243K 0.02% 720

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

Mutual Advisors's IQV Position: Q2 2026 in Review

Mutual Advisors increased its IQVIA (IQV) stake by 4.5% in Q2 2026, buying an estimated $18.1K and bringing the position to 2,437 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #964.

Mutual Advisors first reported a position in IQV in Q2 2021 and has held it in 20 quarters since. The position peaked at $561K in Q2 2025. 1,089 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Mutual Advisors held 2,437 shares of IQVIA worth $471K as of Q2 2026.
  • Mutual Advisors bought 104 IQVIA shares in Q2 2026, an estimated $18.1K.
  • IQVIA made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #964 holding.
  • Mutual Advisors first reported a position in IQVIA in Q2 2021 and has held it in 20 quarters since.
  • Mutual Advisors's IQVIA position peaked at $561K in Q2 2025.
  • 1,089 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.