SageView Advisory Group’s IQVIA IQV Stock Holding History

SageView 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 Q1	–	Sell	-194	Closed	-$43.7K	–	1483
2025 Q4	$43.7K	Buy	+194	New	+$42.2K	﹤0.01%	1133

Other funds holding IQV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SageView Advisory Group's IQV Position: Q1 2026 in Review

SageView Advisory Group sold out of IQVIA (IQV) in Q1 2026, closing a stake of 194 shares — an estimated $43.7K sold.

SageView Advisory Group first reported a position in IQV in Q4 2025 and held it in 1 quarter. The position peaked at $43.7K in Q4 2025. 1,071 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

SageView Advisory Group reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 194 IQVIA shares in Q1 2026, an estimated $43.7K.
SageView Advisory Group first reported a position in IQVIA in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's IQVIA position peaked at $43.7K in Q4 2025.
1,071 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.