PFG Advisors
IQV icon

PFG Advisors’s IQVIA IQV Stock Holding History

PFG 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
Q3 		$1.02M Buy
3,797
+26
+0.7% +$6.28K 0.05% 370
2026
Q2 		$729K Sell
3,771
-673
-15% -$117K 0.04% 435
2026
Q1 		$758K Buy
4,444
+300
+7% +$58.5K 0.04% 441
2025
Q4 		$934K Sell
4,144
-4,310
-51% -$938K 0.05% 397
2025
Q3 		$1.61M Sell
8,454
-985
-10% -$179K 0.07% 306
2025
Q2 		$1.49M Buy
9,439
+1,868
+25% +$281K 0.07% 239
2025
Q1 		$1.33M Buy
7,571
+1,503
+25% +$292K 0.07% 276
2024
Q4 		$1.19M Buy
6,068
+1,893
+45% +$399K 0.07% 273
2024
Q3 		$989K Sell
4,175
-196
-4% -$46.3K 0.06% 305
2024
Q2 		$924K Sell
4,371
-1,040
-19% -$236K 0.06% 307
2024
Q1 		$1.37M Sell
5,411
-269
-5% -$62.8K 0.1% 230
2023
Q4 		$1.31M Sell
5,680
-73
-1% -$15K 0.11% 219
2023
Q3 		$1.13M Buy
5,753
+68
+1% +$14.8K 0.1% 226
2023
Q2 		$1.28M Buy
5,685
+1,167
+26% +$234K 0.1% 243
2023
Q1 		$899K Hold
4,518
– – 0.08% 294
2022
Q4 		$926K Sell
4,518
-279
-6% -$56.6K 0.09% 266
2022
Q3 		$869K Buy
4,797
+383
+9% +$83.9K 0.1% 244
2022
Q2 		$958K Buy
4,414
+110
+3% +$23.9K 0.11% 180
2022
Q1 		$995K Buy
4,304
+2,668
+163% +$632K 0.1% 193
2021
Q4 		$462K Buy
1,636
+80
+5% +$20.8K 0.05% 371
2021
Q3 		$373K Buy
+1,556
New +$393K 0.04% 377

Other funds holding IQV

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

PFG Advisors's IQV Position: Q3 2026 in Review

PFG Advisors increased its IQVIA (IQV) stake by 0.69% in Q3 2026, buying an estimated $6.28K and bringing the position to 3,797 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #370.

PFG Advisors first reported a position in IQV in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.61M in Q3 2025. 584 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • PFG Advisors held 3,797 shares of IQVIA worth $1.02M as of Q3 2026.
  • PFG Advisors bought 26 IQVIA shares in Q3 2026, an estimated $6.28K.
  • IQVIA made up 0.05% of PFG Advisors's portfolio in Q3 2026, its #370 holding.
  • PFG Advisors first reported a position in IQVIA in Q3 2021 and has held it in 21 quarters since.
  • PFG Advisors's IQVIA position peaked at $1.61M in Q3 2025.
  • 584 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.