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Sequoia Financial Advisors’s IQVIA IQV Stock Holding History

Sequoia 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 		$1.83M Sell
9,482
-329
-3% -$57.4K 0.01% 671
2026
Q1 		$1.67M Buy
9,811
+1,421
+17% +$277K 0.01% 674
2025
Q4 		$1.89M Buy
8,390
+1,989
+31% +$433K 0.01% 594
2025
Q3 		$1.22M Buy
6,401
+546
+9% +$99.3K 0.01% 697
2025
Q2 		$923K Sell
5,855
-379
-6% -$57.1K 0.01% 712
2025
Q1 		$1.1M Sell
6,234
-79,065
-93% -$15.3M 0.01% 590
2024
Q4 		$16.8M Buy
85,299
+10,245
+14% +$2.16M 0.16% 123
2024
Q3 		$17.8M Buy
75,054
+11,170
+17% +$2.64M 0.19% 109
2024
Q2 		$13.5M Buy
63,884
+10,161
+19% +$2.31M 0.16% 114
2024
Q1 		$13.6M Sell
53,723
-3,908
-7% -$912K 0.17% 116
2023
Q4 		$13.3M Buy
57,631
+55,627
+2,776% +$11.4M 0.17% 119
2023
Q3 		$394K Buy
2,004
+37
+2% +$8.03K 0.01% 589
2023
Q2 		$442K Buy
1,967
+373
+23% +$74.9K 0.01% 559
2023
Q1 		$317K Buy
1,594
+69
+5% +$14.7K 0.01% 603
2022
Q4 		$312K Buy
+1,525
New +$309K 0.01% 570

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

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

Sequoia Financial Advisors reduced its IQVIA (IQV) stake by 3.4% in Q2 2026, selling an estimated $57.4K and leaving 9,482 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #671.

Sequoia Financial Advisors first reported a position in IQV in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.8M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Sequoia Financial Advisors held 9,482 shares of IQVIA worth $1.83M as of Q2 2026.
  • Sequoia Financial Advisors sold 329 IQVIA shares in Q2 2026, an estimated $57.4K.
  • IQVIA made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #671 holding.
  • Sequoia Financial Advisors first reported a position in IQVIA in Q4 2022 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's IQVIA position peaked at $17.8M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

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