Private Advisory Group
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Private Advisory Group’s IQVIA IQV Stock Holding History

Private Advisory Group’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 		$1.48M Buy
+5,522
New +$1.33M 0.08% 163

Other funds holding IQV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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 12.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Private Advisory Group's IQV Position: Q3 2026 in Review

Private Advisory Group opened a new position in IQVIA (IQV) in Q3 2026: 5,522 shares worth $1.48M. The stake represents 0.08% of the portfolio and ranks #163 among its holdings.

659 funds tracked by Wall St. Rank hold IQV as of Q3 2026.

  • Private Advisory Group held 5,522 shares of IQVIA worth $1.48M as of Q3 2026.
  • IQVIA was a new Private Advisory Group position in Q3 2026.
  • IQVIA made up 0.08% of Private Advisory Group's portfolio in Q3 2026, its #163 holding.
  • 659 funds tracked by Wall St. Rank held IQVIA as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.