SOA Wealth Advisors’s IQVIA IQV Stock Holding History

SOA Wealth 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 Q1	$171	Hold	1	–	–	﹤0.01%	816
2025 Q4	$225	Hold	1	–	–	﹤0.01%	805
2025 Q3	$190	Hold	1	–	–	﹤0.01%	840
2025 Q2	$158	Hold	1	–	–	﹤0.01%	826
2025 Q1	$176	Hold	1	–	–	﹤0.01%	831
2024 Q4	$197	Hold	1	–	–	﹤0.01%	823
2024 Q3	$237	Hold	1	–	–	﹤0.01%	784
2024 Q2	$211	Hold	1	–	–	﹤0.01%	799
2024 Q1	$253	Hold	1	–	–	﹤0.01%	844
2023 Q4	$231	Hold	1	–	–	﹤0.01%	844
2023 Q3	$197	Hold	1	–	–	﹤0.01%	875
2023 Q2	$225	Hold	1	–	–	﹤0.01%	873
2023 Q1	$199	Hold	1	–	–	﹤0.01%	905
2022 Q4	$205	Hold	1	–	–	﹤0.01%	903
2022 Q3	$0	Hold	1	–	–	﹤0.01%	895
2022 Q2	$0	Sell	1 -2	-67%	-$434	﹤0.01%	910
2022 Q1	$0	Hold	3	–	–	﹤0.01%	948
2021 Q4	$0	Hold	3	–	–	﹤0.01%	923
2021 Q3	$0	Buy	3 +1	+50%	+$252	﹤0.01%	936
2021 Q2	$0	Buy	+2	New	+$462	﹤0.01%	913

Other funds holding IQV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SOA Wealth Advisors's IQV Position: Q1 2026 in Review

SOA Wealth Advisors held its IQVIA (IQV) position steady in Q1 2026 at 1 share worth $171. The position accounts for ﹤0.01% of the portfolio, ranked #816.

SOA Wealth Advisors first reported a position in IQV in Q2 2021 and has held it in 20 quarters since. The position peaked at $253 in Q1 2024. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

SOA Wealth Advisors held 1 share of IQVIA worth $171 as of Q1 2026.
SOA Wealth Advisors left its IQVIA share count unchanged in Q1 2026.
IQVIA made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #816 holding.
SOA Wealth Advisors first reported a position in IQVIA in Q2 2021 and has held it in 20 quarters since.
SOA Wealth Advisors's IQVIA position peaked at $253 in Q1 2024.
1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.