ProVise Management Group’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 | $346K | Buy |
2,028
+293
| +17% | +$57.2K | 0.02% | 204 |
|
|
2025
Q4 | $391K | Sell |
1,735
-313
| -15% | -$68.1K | 0.03% | 193 |
|
|
2025
Q3 | $389K | Sell |
2,048
-325
| -14% | -$59.1K | 0.03% | 187 |
|
|
2025
Q2 | $374K | Buy |
2,373
+73
| +3% | +$11K | 0.03% | 196 |
|
|
2025
Q1 | $405K | Sell |
2,300
-24
| -1% | -$4.66K | 0.03% | 173 |
|
|
2024
Q4 | $457K | Sell |
2,324
-85
| -4% | -$17.9K | 0.04% | 172 |
|
|
2024
Q3 | $571K | Buy |
2,409
+19
| +0.8% | +$4.49K | 0.05% | 178 |
|
|
2024
Q2 | $505K | Sell |
2,390
-114
| -5% | -$25.9K | 0.04% | 182 |
|
|
2024
Q1 | $633K | Buy |
2,504
+186
| +8% | +$43.4K | 0.05% | 171 |
|
|
2023
Q4 | $536K | Sell |
2,318
-114
| -5% | -$23.4K | 0.05% | 215 |
|
|
2023
Q3 | $478K | Buy |
2,432
+749
| +45% | +$163K | 0.04% | 226 |
|
|
2023
Q2 | $378K | Sell |
1,683
-72
| -4% | -$14.5K | 0.03% | 257 |
|
|
2023
Q1 | $349K | Sell |
1,755
-620
| -26% | -$133K | 0.03% | 263 |
|
|
2022
Q4 | $487K | Sell |
2,375
-155
| -6% | -$31.4K | 0.05% | 208 |
|
|
2022
Q3 | $458K | Sell |
2,530
-39
| -2% | -$8.54K | 0.05% | 209 |
|
|
2022
Q2 | $557K | Sell |
2,569
-263
| -9% | -$57.1K | 0.06% | 196 |
|
|
2022
Q1 | $655K | Sell |
2,832
-1,060
| -27% | -$251K | 0.06% | 207 |
|
|
2021
Q4 | $1.1M | Sell |
3,892
-14
| -0.4% | -$3.63K | 0.1% | 176 |
|
|
2021
Q3 | $936K | Sell |
3,906
-100
| -2% | -$25.2K | 0.09% | 179 |
|
|
2021
Q2 | $971K | Sell |
4,006
-1,670
| -29% | -$386K | 0.1% | 171 |
|
|
2021
Q1 | $1.1M | Buy |
5,676
+50
| +0.9% | +$9.39K | 0.12% | 153 |
|
|
2020
Q4 | $1.01M | Buy |
5,626
+73
| +1% | +$12.3K | 0.12% | 148 |
|
|
2020
Q3 | $875K | Sell |
5,553
-1,299
| -19% | -$204K | 0.12% | 152 |
|
|
2020
Q2 | $972K | Sell |
6,852
-438
| -6% | -$59.4K | 0.14% | 136 |
|
|
2020
Q1 | $786K | Sell |
7,290
-183
| -2% | -$26.1K | 0.13% | 144 |
|
|
2019
Q4 | $1.16M | Sell |
7,473
-50
| -0.7% | -$7.3K | 0.14% | 139 |
|
|
2019
Q3 | $1.12M | Sell |
7,523
-105
| -1% | -$16.3K | 0.15% | 138 |
|
|
2019
Q2 | $1.23M | Buy |
7,628
+520
| +7% | +$73K | 0.16% | 132 |
|
|
2019
Q1 | $1.02M | Sell |
7,108
-615
| -8% | -$82K | 0.14% | 141 |
|
|
2018
Q4 | $897K | Sell |
7,723
-350
| -4% | -$42.4K | 0.14% | 146 |
|
|
2018
Q3 | $1.05M | Sell |
8,073
-312
| -4% | -$37.5K | 0.14% | 145 |
|
|
2018
Q2 | $5.82K | Buy |
8,385
+108
| +1% | +$10.8K | 0.44% | 61 |
|
|
2018
Q1 | $813K | Hold |
8,277
| – | – | 0.12% | 157 |
|
|
2017
Q4 | $810K | Hold |
8,277
| – | – | 0.12% | 155 |
|
|
2017
Q3 | $787K | Hold |
8,277
| – | – | 0.11% | 168 |
|
|
2017
Q2 | $741K | Buy |
8,277
+4,117
| +99% | +$348K | 0.11% | 176 |
|
|
2017
Q1 | $335K | Buy |
+4,160
| New | +$325K | 0.05% | 245 |
|
Other funds holding IQV
VCM
VPM
ProVise Management Group's IQV Position: Q1 2026 in Review
ProVise Management Group increased its IQVIA (IQV) stake by 17% in Q1 2026, buying an estimated $57.2K and bringing the position to 2,028 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #204.
ProVise Management Group first reported a position in IQV in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.23M in Q2 2019. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.
- ProVise Management Group held 2,028 shares of IQVIA worth $346K as of Q1 2026.
- ProVise Management Group bought 293 IQVIA shares in Q1 2026, an estimated $57.2K.
- IQVIA made up 0.02% of ProVise Management Group's portfolio in Q1 2026, its #204 holding.
- ProVise Management Group first reported a position in IQVIA in Q1 2017 and has held it in 37 quarters since.
- ProVise Management Group's IQVIA position peaked at $1.23M in Q2 2019.
- 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.
Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.