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OneDigital Investment Advisors’s IQVIA IQV Stock Holding History

OneDigital 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 		$2.09M Buy
10,831
+1,285
+13% +$224K 0.02% 492
2026
Q1 		$1.63M Buy
9,546
+3,121
+49% +$609K 0.02% 543
2025
Q4 		$1.45M Buy
6,425
+730
+13% +$159K 0.01% 556
2025
Q3 		$1.08M Sell
5,695
-1,077
-16% -$196K 0.01% 631
2025
Q2 		$1.07M Buy
6,772
+781
+13% +$118K 0.01% 620
2025
Q1 		$1.06M Sell
5,991
-8,386
-58% -$1.63M 0.01% 591
2024
Q4 		$2.83M Sell
14,377
-59
-0.4% -$12.4K 0.03% 347
2024
Q3 		$3.42M Sell
14,436
-441
-3% -$104K 0.04% 314
2024
Q2 		$3.15M Sell
14,877
-9,620
-39% -$2.19M 0.04% 318
2024
Q1 		$6.19M Buy
24,497
+3,733
+18% +$871K 0.1% 173
2023
Q4 		$4.8M Buy
20,764
+7,122
+52% +$1.46M 0.08% 188
2023
Q3 		$2.68M Buy
13,642
+1,474
+12% +$320K 0.06% 225
2023
Q2 		$2.74M Buy
12,168
+1,185
+11% +$238K 0.06% 221
2023
Q1 		$2.18M Buy
10,983
+2,082
+23% +$445K 0.05% 260
2022
Q4 		$1.82M Buy
8,901
+1,247
+16% +$253K 0.05% 268
2022
Q3 		$1.39M Buy
+7,654
New +$1.68M 0.05% 242

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

OneDigital Investment Advisors's IQV Position: Q2 2026 in Review

OneDigital Investment Advisors increased its IQVIA (IQV) stake by 13% in Q2 2026, buying an estimated $224K and bringing the position to 10,831 shares worth $2.09M. The position accounts for 0.02% of the portfolio, ranked #492.

OneDigital Investment Advisors first reported a position in IQV in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.19M in Q1 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • OneDigital Investment Advisors held 10,831 shares of IQVIA worth $2.09M as of Q2 2026.
  • OneDigital Investment Advisors bought 1,285 IQVIA shares in Q2 2026, an estimated $224K.
  • IQVIA made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #492 holding.
  • OneDigital Investment Advisors first reported a position in IQVIA in Q3 2022 and has held it in 16 quarters since.
  • OneDigital Investment Advisors's IQVIA position peaked at $6.19M in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.