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Pure Financial Advisors’s IQVIA IQV Stock Holding History

Pure Financial 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 		$253K Sell
1,309
-10,522
-89% -$1.83M ﹤0.01% 551
2026
Q1 		$2.02M Buy
11,831
+100
+0.9% +$19.5K 0.03% 163
2025
Q4 		$2.64M Buy
11,731
+792
+7% +$172K 0.04% 143
2025
Q3 		$2.08M Sell
10,939
-2,618
-19% -$476K 0.03% 155
2025
Q2 		$2.14M Buy
+13,557
New +$2.04M 0.04% 149

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pure Financial Advisors's IQV Position: Q2 2026 in Review

Pure Financial Advisors reduced its IQVIA (IQV) stake by 89% in Q2 2026, selling an estimated $1.83M and leaving 1,309 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Pure Financial Advisors first reported a position in IQV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.64M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Pure Financial Advisors held 1,309 shares of IQVIA worth $253K as of Q2 2026.
  • Pure Financial Advisors sold 10,522 IQVIA shares in Q2 2026, an estimated $1.83M.
  • IQVIA made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #551 holding.
  • Pure Financial Advisors first reported a position in IQVIA in Q2 2025 and has held it in 5 quarters since.
  • Pure Financial Advisors's IQVIA position peaked at $2.64M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.