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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
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

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return

PFG Advisors's IQV Position: Q2 2026 in Review

PFG Advisors reduced its IQVIA (IQV) stake by 15% in Q2 2026, selling an estimated $117K and leaving 3,771 shares worth $729K. The position accounts for 0.04% of the portfolio, ranked #435.

PFG Advisors first reported a position in IQV in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.61M in Q3 2025. 355 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • PFG Advisors held 3,771 shares of IQVIA worth $729K as of Q2 2026.
  • PFG Advisors sold 673 IQVIA shares in Q2 2026, an estimated $117K.
  • IQVIA made up 0.04% of PFG Advisors's portfolio in Q2 2026, its #435 holding.
  • PFG Advisors first reported a position in IQVIA in Q3 2021 and has held it in 20 quarters since.
  • PFG Advisors's IQVIA position peaked at $1.61M in Q3 2025.
  • 355 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.