Plante Moran Financial Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-20
| Closed | -$4.51K | – | 812 |
|
|
2025
Q4 | $4.51K | Buy |
20
+19
| +1,900% | +$4.13K | ﹤0.01% | 645 |
|
|
2025
Q3 | $190 | Buy |
+1
| New | +$182 | ﹤0.01% | 769 |
|
|
2024
Q4 | – | Sell |
-3
| Closed | -$711 | – | 958 |
|
|
2024
Q3 | $711 | Buy |
+3
| New | +$708 | ﹤0.01% | 798 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | -$2K | – | 957 |
|
|
2022
Q2 | $2K | Buy |
+9
| New | +$1.95K | ﹤0.01% | 818 |
|
|
2022
Q1 | – | Sell |
-63
| Closed | -$18K | – | 898 |
|
|
2021
Q4 | $18K | Buy |
63
+18
| +40% | +$4.67K | ﹤0.01% | 584 |
|
|
2021
Q3 | $11K | Hold |
45
| – | – | ﹤0.01% | 672 |
|
|
2021
Q2 | $11K | Hold |
45
| – | – | ﹤0.01% | 664 |
|
|
2021
Q1 | $9K | Hold |
45
| – | – | ﹤0.01% | 670 |
|
|
2020
Q4 | $8K | Hold |
45
| – | – | ﹤0.01% | 651 |
|
|
2020
Q3 | $7K | Hold |
45
| – | – | ﹤0.01% | 651 |
|
|
2020
Q2 | $6K | Hold |
45
| – | – | ﹤0.01% | 573 |
|
|
2020
Q1 | $5K | Hold |
45
| – | – | ﹤0.01% | 573 |
|
|
2019
Q4 | $7K | Sell |
45
-264
| -85% | -$38.5K | ﹤0.01% | 585 |
|
|
2019
Q3 | $46K | Hold |
309
| – | – | 0.01% | 354 |
|
|
2019
Q2 | $50K | Hold |
309
| – | – | 0.02% | 343 |
|
|
2019
Q1 | $44K | Hold |
309
| – | – | 0.01% | 361 |
|
|
2018
Q4 | $36K | Hold |
309
| – | – | 0.01% | 350 |
|
|
2018
Q3 | $40K | Hold |
309
| – | – | 0.01% | 343 |
|
|
2018
Q2 | $31K | Hold |
309
| – | – | 0.02% | 413 |
|
|
2018
Q1 | $30K | Hold |
309
| – | – | 0.02% | 435 |
|
|
2017
Q4 | $30K | Hold |
309
| – | – | 0.02% | 435 |
|
|
2017
Q3 | $29K | Hold |
309
| – | – | 0.02% | 409 |
|
|
2017
Q2 | $28K | Hold |
309
| – | – | 0.02% | 415 |
|
|
2017
Q1 | $25K | Hold |
309
| – | – | 0.02% | 440 |
|
|
2016
Q4 | $23K | Hold |
309
| – | – | 0.01% | 462 |
|
|
2016
Q3 | $25K | Hold |
309
| – | – | 0.02% | 442 |
|
|
2016
Q2 | $20K | Sell |
309
-502
| -62% | -$33.6K | 0.01% | 432 |
|
|
2016
Q1 | $53K | Hold |
811
| – | – | 0.04% | 253 |
|
|
2015
Q4 | $56K | Buy |
811
+211
| +35% | +$14.4K | 0.04% | 257 |
|
|
2015
Q3 | $42K | Buy |
600
+291
| +94% | +$21.8K | 0.03% | 285 |
|
|
2015
Q2 | $22K | Hold |
309
| – | – | 0.02% | 409 |
|
|
2015
Q1 | $21K | Hold |
309
| – | – | 0.01% | 399 |
|
|
2014
Q4 | $18K | Hold |
309
| – | – | 0.01% | 417 |
|
|
2014
Q3 | $17K | Buy |
+309
| New | +$17.3K | 0.01% | 429 |
|
Other funds holding IQV
VCM
VPM
Plante Moran Financial Advisors's IQV Position: Q1 2026 in Review
Plante Moran Financial Advisors sold out of IQVIA (IQV) in Q1 2026, closing a stake of 20 shares — an estimated $4.51K sold.
Plante Moran Financial Advisors first reported a position in IQV in Q3 2014 and held it in 34 quarters. The position peaked at $56K in Q4 2015. 1,069 funds tracked by Wall St. Rank hold IQV as of Q1 2026.
- Plante Moran Financial Advisors reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
- Plante Moran Financial Advisors sold 20 IQVIA shares in Q1 2026, an estimated $4.51K.
- Plante Moran Financial Advisors first reported a position in IQVIA in Q3 2014 and held it in 34 quarters.
- Plante Moran Financial Advisors's IQVIA position peaked at $56K in Q4 2015.
- 1,069 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.